-
Mark Actions as "Stale" or "Canceled" - or an option in between Open and Complete
We need to be able to mark Actions so they don't show up in the Work Center, but without deleting them or marking them "Complete". We use the simple On/Off switch for Action completeness (either it's complete or not) because using the Action Sta...Reviewed: Voting Open
-
Allow option to combine Notes and Actions into one tile in RE NXT
The "Notes and Actions" tile worked really well for our organization, and I would love the option to go back to that in RE NXT!Reviewed: Voting Open
-
Opportunities by Gift Status
I want to see which Opportunities are new or renewals, not just where they are in the process. Also, it gives line of sight into the pipeline before a gift comes in, and helps us understand the length of time required to cultivate new opportunitie...Reviewed: Voting Open
-
Can we add a "prospect tab" to the work center.
I'd like to be able to see my progress on prospect status just like I can for my opportunities.Reviewed: Voting Open
-
Expired Action Status
Wouldn't it be great to have an action status of Expired for those actions you added to RENXT but forgot to do and now time has passed and the action cannot be completed. Ex. sending a birthday card is time sensitive, its helpful to know the prosp...Reviewed: Voting Open
-
Have full access to editing an existing action from three dots
I know there are a variety of ways to navigate NXT. It would be handy to ALSO have all the options available for editing when accessing an existing action via the three dots on the left. Specifically, I was in an existing action and wanted to add ...Reviewed: Voting Open
-
Email Compatibility with Office 365
Currently our office uses Office 365 and we cannot create an email by clicking on the email address in RE and make an action via that email using Raiser's Edge. It was able to do this with earlier Office versions.Reviewed: Voting Open
-
Notify solicitors of completed action
Prospect/donor research requests are managed within RE NXT actions and marked as a pending action. 1. it would be useful to have a field for a deadline date to prioritize these requests and help the development officers sketch out donor plans sinc...Reviewed: Voting Open
-
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".Reviewed: Voting Open
-
Add AskStat (Proposal Reasons) to NXT Opportunities
Migrating the AskStat (Proposal Reasons) field to NXT will allow fundraisers to track where they are within the cultivation and solicit phase (PStat - Proposal Status) of the opportunity. For example, it allows fundraisers to report on if a propos...Reviewed: Voting Open