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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.
Created 26 Aug 00:32 by Greg Churchill
Actions
25
Reviewed: Voting Open
111
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Reuse workflows on same constituent
We often have the need to add the same workflow on a constituent. Currently, I have to name workflows 1,2,3, etc. so that I can reuse the same one. It would be nice to have the capability to see the pop-up that the workflow has already been used b...
Created 28 Jul 11:49 by Cheryl Stadtler
Actions
15
Reviewed: Voting Open
36
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Allow all action fields when adding an action with a workflow
Currently actions added via a worflow do not have a Status, despite that fact that Status is a required field in our database. It seems pretty obvious that Status should be an option when adding an action with a workflow or perhaps we could set an...
Created 07 Jul 02:35 by Catherine Burns
Actions
2
Reviewed: Voting Open
14
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Allow to assign solicitors conditionally in workflow
It would be great if in workflow I could assign the action to the assigned solicitor, or if the record does not have a solicitor, then I can designate a solicitor to have those assigned to. Sometimes someone gives a gift at a level that triggers a...
Created 06 May 14:09 by Sophia Frome
Actions
1
Reviewed: Voting Open
12
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Add action directly to the Event record on RENXT webview
IN RE database view, the action tab appears in the Event Record but in RE NXT webview, I am unable to find the action under the event module. It would be useful to add event actions for the users who have an access to webview only.
Created 03 Feb 15:48 by Guest
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Reviewed: Voting Open
38
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Add notifications to fundraisers that an assigned constituent has registered for an event
They would like a notification that an assigned constituent has registered for an upcoming event. Then a text message is sent to the solicitor/fundraiser when the constituent checks in at the event.
Created 29 Jul 15:19 by Guest
Actions
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Reviewed: Voting Open
90
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.
Created 23 May 21:32 by Sunshine Reinken Watson
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10
Reviewed: Voting Open
52
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Designate fundraiser type in Workflow Designer
Our prospects often have multiple 'fundraisers' assigned at different levels for various lengths of time, but only ever have one Gift Officer. It would be great to be able to distinguish between solicitor types when creating workflows. I could als...
Created 17 Apr 18:43 by Crystal Shreve
Actions
5
Reviewed: Voting Open
7
Vote
Workflow to remind you of volunteer/staff anniversaries
I'd like to be able to automatically be reminded (via an Action) on the anniversary of a volunteer or staff member starting with the organization. The only way I know to do it now would be to run a query each month for every relevant start year, i...
Created 04 Mar 17:10 by Guest
Actions
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Reviewed: Voting Open
188
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Include the "Completed" Checkbox and Completed Date as a filter in Action List
We are currently able to filter an Action List by Action Status, the organisation I am working with would also like the ability to filter the Action List by the "Completed" checkbox in the database view - as well as the Completed Date that is asso...
Created 31 Aug 01:06 by Yang Yang He
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