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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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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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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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NXT Actions - All fields on all tabs (General/Attributes/Notes) that are present in the database view should be options in the NXT view
We use most all fields when creating an action and need the additional ability to access these fields when when the action is made without the extra step of going back into the action. If we prioritize, we need Solicitor(s), Campaign, Fund, Appeal...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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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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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
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Outlook Add-In - Calendar Meeting Actions
One of the metrics that we track for our MGOs are face-to-face meetings with our donors. While we can currently add Meetings to our calendars from Actions in NXT, most of my MGOs work and schedule meetings directly from their Outlook Calendars. A ...4
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Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.1
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Including a column option in Actions to show that there is an attachment
When doing an action list at this stage there are no filters or column options to show if there are attachments on the action. These can only be viewed by checking the action inside the constituent record.1