NXT Actions - All fields on all tabs (General/Attributes/Notes) that are present in the database view should be options in the NXT view
We use most all fields when creating an action and need the additional ability to access these fields when when the action is made without the extra step of going back into the action. If we prioritize, we need Solicitor(s), Campaign, Fund, Appeal and Proposals. Solicitor who is creating an email via actions should automatically be added when sending it, as it does now in the database view.
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Guest
- Sep 26 2017
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NXT Action: Ability to include Fund and Campaign information
Merged In the RE database view we are able to link the campaign and fund to an action. However, this is not possible in NXT. This is leaving holes in action reporting. One is able to link an opportunity, but not a fund or campaign. Please implement. Than...0
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Would like for our fundraisers to associate their actions to a particular campaign, fund or appeal in NXT.
Merged When working within NXT solicitors do not see all of the fields that appear in Raiser's Edge. Some of the more meaningful information about the action such as campaign or fund does not appear in NXT so our reports from Raiser's Edge does not allow...0
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Made fund information available in actions in NXT
Merged It is important to add that information in while entering an actions, and it is more efficent to add actions via nxt0
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Configure Actions in NXT to better match the database options
Merged Currently, actions entered through NXT do not offer the range of options, such as Attribute category fields as does those entered in the database view. Rather an NXT entered action automatically codes the attribute category as "NXT Action Directio...0
Related ideas
We need to assign campaigns through nxt for each action!
I totally agree. We definitely need to be able to add all fields that are in RE7 because we keep track of this. If a fundraiser is out and wants to add an action there is no way to add himself/herself as the solicitor. They will have to remember to go into RE7 to complete the action. They shouldn't have to do that.
this is so important! We pull report based on the action campaign and since MGOs are mostly entering actions in NXT those actions are not able to be pulled