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Add the ability to create one action for multiple constituents in NXT
Many times I need to add the same action for multiple constituents (not a mass mailing or similar, but a meeting with multiple people or conversation with a few people, etc.) It is time consuming to do this individually in NXT but in most instance...70 Shipped
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Automatically add an action when using email or phone feature in RE NXT
It would be great if an action was automatically added if you clicked on an email address to send a constituent email or clicked on a phone number (using your mobile device) to call a constituent. Notes or details could be added later, but this ...27 Shipped
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Required fields not respected in NXT web view
An action can be added with required fields left blank. This needs to be fixed ASAP!111 Shipped
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Push Notifications for Actions
It would be so extremely helpful if there were push notifications in NXT that went to email or especially on the mobile app as regular push notifications. When a team member assigns an action to another team member, the only way that team member c...14 Shipped
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Enable assignment of Action Tracks through web view of RE NXT
Since NXT is designed especially for fundraisers to manage their portfolio work and moves management, it would make sense to be able to assign action tracks in the web view. We have encouraged our Development Officers to focus entirely on the web ...6 Shipped
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Include constituent name in calendar appointment subject line
When checking the box to add an action to a gift officer's calendar, it would be useful to have the constituent name transfer over to that calendar appointment. currently, our gift officers are pulling up their calendars after action entry, then a...2 Shipped
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Add Action Note Summary to Lists
Add the Action Summary (which is the Notes Description in database view in NXT) to the Action Summary field for the Action List. Place it above the Notes Detail. Also, add the field to the Action Summary in export.
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Include Action Date and Completed Date
Currently, as far as I can tell, you can only mark an action as complete "today" and you can only sort by the action date, not the completed date. It would be really helpful for Development Officers to be able to mark actions as completed and inpu...7 Shipped
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Allow NXT to pull Action Notes from RE7 that have a image for signature or logo in the notepad
Article: https://kb.blackbaud.com/articles/Article/111121 Support informed me that is additional functionality is up for consideration. We migrated to NXT this year and have year's of actions with notes that include an email signature. This means...6 Shipped
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Allow you to delete (not just archive) old Workflows
I have created some test workflows, but I can only test them by activating them and now am unable to 'clean up' the workflow list before rolling out to team.11 Shipped