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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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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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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. ...1
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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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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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Constituent Actions limited to 20 on the display panel
On the Constituent view of NXT in the “Notes and actions” panel, number of Actions visible to users is limited to most recent 20 (4 pages each of 5 actions) even though the total at the top in blue may be greater. When a user applies a filter it i...4
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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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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