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16
Vote
Actions and MS365: Make it possible to add an Action to multiple 365 user calendars
At present, if you add an Action to be completed by a different member of the team, RE will add the Action to the Outlook calendar of the person adding the Action and NOT to the Outlook calendar of the person to complete the Action. This is not he...
Created 16 May 14:26 by Isabella Raeburn
Actions
2
3
Vote
With the migration to NXT & Database View going away, please add 'Post to General Ledger' in Raiser's Edge NXT version. It is under Admin in DB view.
We need to learn how to post cash receipts via NXT & the 1st step is to 'Post to General Ledger' in Raiser's Edge before access to DB view is removed.
Created 28 May 18:29 by Guest
Actions
1
10
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
2
Vote
Ability to close out actions that are not complete, but inactive or cancelled
We have some actions that will not be completed and that we consider inactive or cancelled. We created statuses to indicate this, but they continue to show as open or past due because they haven't been marked as completed. We do not want to show a...
Created 22 May 17:23 by Guest
Actions
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212
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 a character limit on an attribute for an NXT form
No description provided
Created 14 Mar 14:50 by Amy Williams
Actions
0
10
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
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
196
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
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