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Vote
Option to add an opportunity within an action
Adding an opportunity (proposal) within an action record could save a step in creating a separate opportunity.
Created 07 May 20:47 by Guest
Actions
0
9
Vote
Allow a character limit on an attribute for an NXT form
No description provided
Created 14 Mar 14:50 by Amy Williams
Actions
0
210
Vote
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
9
Vote
Allow Action type filter in Opportunities list in NXT
Allow users to filter action types, like in database view, to only show relevant action types for specific opportunities in lists that we build in NXT
Created 16 Feb 21:01 by Guest
Actions
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1
Vote
Show all workflows that a constituent is added to in one place
As far as I know, constituents can be added to multiple workflows by different fundraisers, which opens up the possibility of a single constituent being over-communicated to with mixed messages in quick succession. It would be really helpful to sh...
Created 29 Apr 12:38 by Guest
Actions
0
188
Vote
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
Actions / Lists
1
Reviewed: Voting Open
111
Vote
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
195
Vote
Default Set functionality for Action records
It would be great to select from the Action Default Sets (available in the Database view) in RE NXT that have prepopulated fields while in RE NXT Web view.
Created 10 Jul 20:37 by Guest
Actions
16
Reviewed: Voting Open
194
Vote
Printing: Profiles, Notes, Actions
I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO an...
Created 06 Jul 20:59 by Jen Claudy
Actions / Constituents
10
Reviewed: Voting Open
170
Vote
Action notifications for users not assigned to the action
Sometimes you need to notify other User/Solicitors that an action has taken place. I get that you could add to calendar and send then the email but it takes to many steps. Thus should be as quick and easy as it is in RE7 Database view. This is a f...
Created 01 Sep 18:41 by Delia Escobar
Actions
8
Reviewed: Voting Open
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