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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.
Created 26 Aug 00:32 by Greg Churchill
Actions
25
Reviewed: Voting Open
1
Vote
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...
Created 24 Oct 14:09 by Guest
Actions
0
21
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
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1
Vote
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...
Created 22 Oct 14:31 by Colin Webb
Actions
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194
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
10
Vote
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...
Created 02 Jul 14:34 by Christel Tatro
Actions
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120
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
16
Reviewed: Voting Open
204
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
12
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
1
Vote
Integrating Email Notifications in Fixed Asset Management Action Filed
I’d like to suggest integrating the “assigned to” field in the Action section of the fixed asset card with the “assigned to” email. Currently, individuals must access the specific asset card to see the actions they need to perform, which undermine...
Created 17 Oct 16:39 by Guest
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