Enable assignment of Action Tracks through web view of RE NXT
Since NXT is designed especially for fundraisers to manage their portfolio work and moves management, it would make sense to be able to assign action tracks in the web view. We have encouraged our Development Officers to focus entirely on the web view, yet right now they can only assign action tracks within the database view. We have action tracks designed for different basic donor plan templates, such as a top prospect track, or a major gift cultivation track. This allows the entire donor plan, with corresponding actions, to be recorded in the opportunity record of the prospect, and to be managed through the NXT work center. It would especially be helpful if the action track could be added within the opportunity record, or at the very least linked to it when adding.
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Kari Stauffer
- Aug 26 2016
- Shipped
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- +72
Related ideas
Great news everyone! This functionality is about to be shipped out with the Workflow Designer feature in RENXT! We just shipped the first wave of 50 RENXT clients a couple weeks ago, and are about to ship to 300 more this week! We hope to have Workflow Designer available in all US sites by the end of March. You will be able to create a series of actions and assign it to a List of people, just like you did with action tracks in NXT. The only thing we have missing, at the moment, is for new constituents to be automatically added to a track...but that is coming very soon! In the meantime, you can easily add new constituents to a running workflow/action series from their constituent record with our Apply Workflow buttons.
Keep on the lookout for this awesome new functionality that will be under the Tools menu in NXT for all US clients very soon! Workflow Designer will also be adding automated emails to its functionality this year as well...so lots of exciting stuff coming for all of you!
If you have any feedback on this new functionality, please let us know by posting in the community.
Thanks!
Kylee Long
Product Manager
This is the sole reason we have not moved to NXT yet. Our entire prospect moves management system is based on the Actions Tracks set up by our RE consultant in 2015. Hurry...Thanks...
Our entire Prospect Movement Management process, dashboard, and consultant generated Crystal Report are tied to the Action Tracks working in NXT. So I am very anxious to hear more about when this might be possible. Thanks....
We have some exciting news! We are currently working on a feature that will bring Action Tracks from RE7 into RENXT, and you can get involved! We are currently looking for a handful of RENXT/RE7 clients that would like to participate in Discovery to help us build a solution that not only replaces the current Action Tracks, but makes it even better.
Our Discovery calls typically consist of a 45 min-1 hr conversation around the topic, with the possibility of testing a prototype. If you are interested in participating in this Discovery for Action Tracks, please contact Kylee.Long@blackbaud.com or Micah.Nethery@blackbaud.com .
We look forward to learning from you!
It would also be important to include the Google Calendar feature in NXT-based action tracks. This can be done with individually-created actions in NXT, but all actions that are created as part of an action track should be assigned to the calendar.
Please get this fixed, I don't view this as an enhancement - if an action track is triggered that store "action" into DB view than it should advance action track.