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Add sort function to Action Note Types in web view
Please add a functionality to sort by Action Note Types in web view. Currently the Notes are not sorted in any particular order and to find a note type you need to filter for them. This works if you are looking for a specific note type but makes i...0
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For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.1
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Action Reminders on Raiser's Edge Web View
I am the database manager for my company and I often would like to set phone call actions for colleagues that only work out of Raiser's Edge web view. It would be helpful to have action reminders show on the web view homepage like they do in the d...1
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Allow ability to view all actions on a record using page options.
Add ability to see all actions through the 1 2 3 4 > page option. Currently only 20 actions are seen looking at the 4 pages. Recently, gift officer missed important data in action from another gift officer as she thought she had viewed all the ...0
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Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...2
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Add Text Message Icon as an Action Category
It would be great to see the Text Message Icon as an Action Category. See attachment.1
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When adding Actions on NXT, the default setting is 'Future' instead of 'Past'. Could it be changed?
We mostly add past actions to the database that are normally completed, so we would like to ask to set 'Past' as default instead of 'Future'.0
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Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...2
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Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...2
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Adding a future action while completing the current action.
It would be nice to have the option to schedule a future action as you are completing a current action. So, when I log in and enter my action from a meeting/phone call and know that I need to reach out to them in 3 weeks, I'd like to be able to cr...0