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Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.0
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We would like the option to upload voice memos into RE.
Will there ever be a link for voice to text option? It would be a great option to upload voice memos to the Note tab or to the Notes section of an Action. We would also like to have a way for our Handicapable volunteers to add info into the system...0
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New Action Type: Text Message
The use of texting to engage with donors has become increasingly popular at our institution. Our gift officers and their supervisor would love to see "Text Message" as an action type.2
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Edit action to link to Opportunity
In NXT an action can be linked to an opportunity when you create it from the opportunity, but there's no way to go back an link an action to a opportunity after it was entered. This is a useful capability in 7.94.1 Reviewed: Voting Open
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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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Exclude soft credit gifts in workflow
I would like to exclude soft credits from the process in workflow. I don't need an action for both spouses if one makes a gift. It just makes extra work to go in and clean up those actions.4 Reviewed: Need Further Info
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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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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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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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Journal entries: Should be allowed to insert a line wherever needed- not just add at the end.
When copying a journal entry, it usually needs to be modified. There should be the ability to insert a line where the user wants it- not just at the end. This can also happen with a new entry- sometimes you just miss a line and need to insert it. ...0