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Make RE NXT Outlook Plugin available for shared mailboxes
Currently the outlook plugin is only available for individual mailboxes. It would be useful to enable the outlook plugin for shared mailboxes as we often use a shared email to communicate with constituents. This would allow adding actions to RE NX...0
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The address columns should be added in the Gift Queries on Raiser's Edge NXT
This will be helpful because then I can see where my donors are located and the amount they have gave at the same time. It's too time consuming for me to click on each name to see their address and to switch back and forth between Raiser's Edge an...2
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Viewing the solicitor in the Actions tab
I noticed with your recent upgrade to NXT that I now have to click the arrow on the right side of an action to see the solicitor to whom that action is assigned. Too bad, it seems to be an unnecessary additional step. Previously, the associated so...5
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Add "Notify" filter for Actions
In the database view, we set up actions using Action Tracks and "notify" various staff of these actions. Actions are only visible in webview if the staff is "assigned to" the action as a solicitor. Can you add "Notify"as one of the filters in we...0
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Allow action priority to be edited on completed actions
We have started using the high/low priority buttons to distinguish meaningful contacts with constituents. We have learned that our fundraisers can't go back and edit the priority on an action they have marked complete. They have to uncheck the com...1
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Automatic action recorded for merging accounts
When we have a duplicate and merge one account into another, there is no record of the merge in the account. To get that, we have to go in an add an action, which is time consuming. Having an automatic action added as soon as the merge is initiate...0
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Transfer action notes that include graphics and notes
Our fundraising team globally adds actions that include notes with embedded graphics and/or links. While these actions don't show the full narrative prohibits our team from grabbing key information when using NXT on a tablet or phone.3
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Assign Action to multiple records
Ability to assign an action to multiple records. For example, it would be beneficial to be able to add an action to a subsidiary corporation that would automatically roll up and be view-able on the parent corporation record without having to manua...2
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Start a workflow with an action or opportunity list
We use actions in NXT to keep grant contract routing visible and timely. It would be nice to start with an action (eg contract routed to finance), then shoot an email to accounting to let them know the ball is in their court. Then, when they appro...0
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Add "copy action" functionality in the Outlook for Blackbaud Add-in
Our gift officers love the Outlook for Blackbaud add-in for Outlook. They create many of their actions from Outlook. It would be great if the copy action functionality just delivered (Nov. 2021) could be added to that tool as well.0