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Add Custom field description (ie Value) to Query
Add Custom field description as a query-able output in Query for custom Action fields. Currently only Category, Comments, Date are available across all custom fields, with description available separately on each individual custom attribute. This ...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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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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Email a single constituent through Actions
I'd really like to be able to email a single constituent and have the text of that email save in their record. As it is now, I can email someone by clicking on their name, and then a new email opens in my Outlook. The action gets noted in the cons...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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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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Restore deleted events/constituents
Make it possible to restore events or constituents that were accidentally deleted.0
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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...0
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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