-
Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".0 Reviewed: Voting Open
-
Option to schedule an Action Track "before" the assigned date.
We are able to schedule action tracks days, weeks, months, after a specific date. But not able to schedule an action "before" a specific date. Example: schedule an email to go out 2 weeks before a graduation date.0 Reviewed: Voting Open
-
Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0 Reviewed: Voting Open
-
While working in a portfolio or gifts - need a LYBUNT.
Along with the ability to filter and do totals it would be nice for a LYBNT. Donors that gave Last Year But Non This Year.0 Reviewed: Voting Open
-
Adding Custom Fields to the Action Lists output in NXT
Blackbaud's webinar on Actions touts using Action Types combined with Action Attributes/Custom Fields, but NXT doesn't output Custom Fields. Please, please, please make that available soon.0 Reviewed: Voting Open
-
Summary Giving into Gift and Portfolio tab in Work Center
I would like to add giving this fiscal year (i.e summary giving for a specific period of time) into the Gifts and Portfolio tabs of my work center. This would enable me to see where donors are so far in the year versus what our target gift for tha...0 Reviewed: Voting Open
-
Move Appeals to the Actions & Notes Tile
I would love to see Appeals included in the Actions & Notes Tile. Functioning in much the same way, where you can see all three types mixed together, or select which of them to see. I get that Appeals on a Constituent Record aren't Records in ...1 Reviewed: Voting Open
-
Custom Fields on Initial Action Screen
We can now access Custom Fields on Actions, but they are only accessible once the action has been saved and re-opened. I have some employees who will start to enter Custom Fields on Actions, and it would be helpful if they were accessible from the...0 Reviewed: Voting Open
-
Action or notes tied to constituents are synonyms
When a gift officer adds action to one spouses record, would like that same note added to the other spouses record simultaneously or synonyms. This way double entry of notes and or actions do not have to take place.0 Reviewed: Voting Open
-
Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0 Reviewed: Voting Open