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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...
Created 02 Jul 14:34 by Christel Tatro
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1
Vote
Add sort function to Action Note Types in web view
Please add a functionality to sort by Action Note Types in web view. Currently the Notes are not sorted in any particular order and to find a note type you need to filter for them. This works if you are looking for a specific note type but makes i...
Created 01 Jul 22:48 by Sue Lau
Actions
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19
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
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2
1
Vote
Default "Action Assigned To" when someone clicks "yes" to the prompt
When a solicitor clicks an email address in RENXT, a prompt asks, "Do you want to create an action?" If yes is selected the action is added to the record without an assigned fundraiser. It would be helpful if the action would default to populate t...
Created 28 Jun 17:31 by Hallie Guiseppe
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10
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
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215
Vote
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
4
Vote
With the migration to NXT & Database View going away, please add 'Post to General Ledger' in Raiser's Edge NXT version. It is under Admin in DB view.
We need to learn how to post cash receipts via NXT & the 1st step is to 'Post to General Ledger' in Raiser's Edge before access to DB view is removed.
Created 28 May 18:29 by Guest
Actions
2
189
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
9
Vote
Allow a character limit on an attribute for an NXT form
No description provided
Created 14 Mar 14:50 by Amy Williams
Actions
0
112
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
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Reviewed: Voting Open
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