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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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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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Add a Next Step Feature in Actions
Please add a feature for adding Next Step Actions so that a user does not have to close the current action and then individually add next step actions to a record. Within the Action, this could be a new tab feature, such as the attachments or cust...0
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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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Add "Delete Action" as one of the options in the "more" menu when viewing Action Lists in the Work Center
It would be helpful to add the Delete action option to the more (3 dot) menu when viewing an Action List in the Work Center. We have actions that are automatically created based on a workflow, and frequently these can be deleted or are not applica...0
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Group Location for the administration of tasks in NXT
If a company is lucky enough to have a small group of administrators, to improve efficiency , if fundraisers need their support to undertake tasks it would be useful to have a group location of users to deal with the multiple task requests being s...0
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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
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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.0
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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...10 Reviewed: Voting Open