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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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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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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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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
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Action notifications for users not assigned to the action
Sometimes you need to notify other User/Solicitors that an action has taken place. I get that you could add to calendar and send then the email but it takes to many steps. Thus should be as quick and easy as it is in RE7 Database view. This is a f...9 Reviewed: Voting Open
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
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The new Raiser's Edge NXT for Outlook app needs the capability to add a fundraiser
Without being able to add a fundraiser to the new Raiser's Edge NXT for Outlook app it makes the data inconsistent and unreliable when utilizing actions under analysis in NXT, which is based off of connecting the fundraiser to the action.5 Reviewed: Voting Open
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Follow up Action item capability
It would be useful to have automatic 'reminders' of follow up to items input into blackbaud, so that I can remain in contact with donors on timely matters.1 Reviewed: Voting Open
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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?15 Reviewed: Voting Open