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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...0
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Actions tab in Event Module
We use the actions tab for ALL of our events (over 300 annually) in db view, but now I see there's no action tab in web view, and there's no longer training for db view. Without actions, we have to completely change the way we manage events - why ...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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Add Campaign and Appeal filters to Workflow Designer
Should be able to select campaign and appeal. My ED wants to be able to call everyone who gives a certain $ amount for a certain campaign. I setup a workflow to create an action on the record and present her with a list of donors. Unfortuantely, s...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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Future Action Notification on Home Screen & Record
It would be helpful to have a persistent notification on the home screen for scheduled future actions. Currently, the notification disappears when clicking on the bell icon. It would be nice to have these upcoming tasks visible on the home screen ...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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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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Allow Actions, Notes and other NXT functions to link to other accounts
In Webview allow Actions, Notes and other editable NXT functions to link to other accounts so they do not need to be entered twice. An example is adding an action into one profile and having an option for this action to be automatically linked to ...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