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Actions List - Download the Contact info of the Constituent
Currently, when you download a list of actions, the Constituent Contact info is excluded, we would like to have all of it show up on the list.
Created 12 Mar 23:11 by Catherine Sumner
Actions
0
Reviewed: Voting Open
2
Vote
Add Action Outcome to Actions List
In Web view, we need to have the ability to see the Thumbs up or downs for all actions in the Actions List. Also filter them would be great.
Created 12 Mar 23:07 by Catherine Sumner
Actions
0
Reviewed: Voting Open
8
Vote
Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.
Created 09 Mar 17:30 by Gary Cook
Actions
0
Reviewed: Voting Open
10
Vote
Want filters for Overview modules on Work Center
Want the ability to customize the results reflected for gifts, proposals, actions, and goals on the overview page. All are reflecting old data in their totals. I just want current year. Showing everything is not useful for fundraisers trying to ma...
Created 26 Feb 14:46 by Guest
Work Center
3
Reviewed: Voting Open
7
Vote
Update the top menu "Home" to open fundraiser work center
I have had a lot of my fundraisers complain that the "Home" tab should open to the work center instead of the "what's new" page. Is there anyway to change this or switch "Raisers Edge NXT" to open the "what's new" and the "Home" to the work center?
Created 01 Mar 15:28 by Cammi Derr
Work Center
0
Reviewed: Voting Open
5
Vote
NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "...
Created 01 Mar 19:51 by Annalisa Barrett
Actions
0
Reviewed: Voting Open
5
Vote
Add Workflow Based on Opportunity List
Currently we can only add workflows dynamically to a constituent list. It would be helpful to be able to add workflows to an opportunity list, in order to get that expanded filtering ability.
Created 24 Feb 20:59 by Scotland Preston
Actions
0
Reviewed: Voting Open
10
Vote
Please add Contact field back to Actions and Proposals
Our gift processor looks at actions and proposals to verify who the solicitor is working with when sending correspondence.
Created 05 Feb 00:34 by Nancy Hartman
Actions
5
Reviewed: Voting Open
4
Vote
we are unable to get the actions on appeals out of the API.
Actions are put on appeals in the database view, but we are unable to access them through the API
Created 25 Feb 15:41 by Shelly Van Peursem
Actions
0
Reviewed: Voting Open
4
Vote
Joint Asks - Linked Opportunities
It would be great if we could record joint asks - where the opportunity for a joint ask could be linked on both records, but not necessarily double count in reporting. This would be for a couple, or when there is an individual who should be connec...
Created 15 Feb 20:35 by Miranda DIakiw
Opportunities
0
Reviewed: Voting Open
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