Maintain or Add default settings for Actions and Opportunites for funds and Campaigns
I have defaults set for funds in the RE application so that the correct campaign pulls up during gift processing and when loading actions. It would be great if those defaults carry over to actions and opportunities so that gift officers could enter the fund and the campaign would populate.
Currently only the proposal has a fund option, Actions should have a fund option too. When processing gifts, the gift processor often has to check the actions for designations, and the fund only shows in the RE application view not in NXT, so Gift officers are not entering the funds.
-
Nancy Hartman
- Feb 24 2017
Related ideas
If you're interested in the nine ideas like this one and their 276 vote total, here's the breakdown as of 10 a.m. Central:
Enable Action Default Sets in RE NXT Web view RENXT-I-869 49 votes
Default Set Functionality RENXT-I-1249 40 votes
Default note on actions or action track RENXT-I-296 4 votes
Ability to use pre-loaded Action templates RENXT-I-1242 15 votes
Enable the ability to use Action Defaults in NXT RENXT-I-943 38 votes
Use action default set in NXT RE7-I-4203 75 votes
Ability to "add defaults" to opportunities RENXT-I-1958 7 votes
Maintain or Add default settings for Actions and Opportunites for funds and Campaigns RENXT-I-630 6 votes
When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box. RENXT-I-1126 42 votes
By my count today, the NINE separate ideas posted in RENXT and RE7 that ask for default sets in RE NXT have a combined voting total of 276 votes! With that many votes, after you remove the other popular ideas Blackbaud has already marked as "Planned" or "Reviewed: Voting open", this idea is now in FIRST PLACE IN TERMS OF POPULARITY!!!