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Automatic Emails to Fundraisers when an action is created.
When you assign an action to a fundraiser, they receive a notification in the top-level navigation. Each notification includes a link to the action which the fundraiser can use to view details, including who assigned it to them. However, the syste...0
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Log email communication in the constituent record Action record when generating email from RENXT
It is still necessary to go back and edit the Action record to add the email Subject line and content of email. This should be a feature for anyone using RE/NXT.0
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New Action Prompt
I'm looking for a prompt to create a new action as you complete the previous one. Available in database view under user options - prompt to create new action. We want to help our philanthropy team proactively create next steps with their portfolio.1
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Global Action
Ability to create global actions in NXT like we can in RE.0
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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.25 Reviewed: Voting Open
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Ability to add custom fields in ACTIONS in RE NXT
Allows for fundraisers to choose from a dropdown and helps facilitate more accurate data entry and capturing details about a donor. I want to add boxes to be checked off: Area(s) of Interest: Athletics Arts Capital Endowments Professional Developm...1
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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...1 Reviewed: Voting Open
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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...2
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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...16 Reviewed: Voting Open
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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.16 Reviewed: Voting Open