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Expand Workflow Conditions to Include Custom Fields/Attributes
It would be great if we could bypass clunky lists that need regular updating by building more conditions into Workflows. For example, if we want an email about match gifts to be sent automatically 3 days after a gift is processed, BUT only if the ...0 Reviewed: Voting Open
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Flag on actions created via Workflows
It would be nice to see the actions created through a workflow tagged in some way that indicates that is how they were created. It would differentiate them from other actions.1 Reviewed: Voting Open
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Customize Action Categories
It would be helpful to be able to customize the categories for actions, especially now that due to the pandemic, DOs are having to accommodate virtual contacts with prospects and donors.2 Reviewed: Voting Open
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Show Most Recent Action Note in Summary View
It would be helpful if the most recent action note were displayed in the Action Summary—both in the action list and the work center. Currently, there’s no way to tell whether an action has multiple notes or view the most recent one without clickin...0 Reviewed: Voting Open
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Add the "Advocacy" Action category to Actions in web view
You can add actions with the category of advocacy in the database view but they do not show up in NXT. In addition, I would like to be able to rename the categories or have an optional category that has the flexibility of naming it whatever you wa...1 Reviewed: Voting Open
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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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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.3 Reviewed: Voting Open
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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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Allow workflow to link actions to Opportunities
Have the action that is applied be linked to an opportunity (based on whatever parameters the applied List pulls). Or auto apply to the open Opportunity in the record0 Reviewed: Voting Open
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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 Reviewed: Voting Open