The new Raiser's Edge NXT for Outlook app needs the capability to add a fundraiser
Without being able to add a fundraiser to the new Raiser's Edge NXT for Outlook app it makes the data inconsistent and unreliable when utilizing actions under analysis in NXT, which is based off of connecting the fundraiser to the action.
I’m surprised this feature isn’t incorporated, it doesn’t save time if you have to go back into the record and assign yourself to the action. Since you are logging in it seems clear the action should be assigned to the person who is logged in.
The Outlook plugin really isn't an efficiency tool or a time saver without this feature. Someone has to go back in and add all of that solicitor information.
Unfortunately, we cannot implement the add-in until this feature is incorporated. Which is sad since, it's a really cool tool for an org that didn't have outlook integration before NXT.
We were all so excited about this and then the more we started to use it the more we realized it doesn't have enough functionality and causes more work sometimes.
All of our actions that were entered through the app are assigned to nobody. To make it even better you can't even globally add the assigned to via the database view under administration because that field is not an option.
Now I have to manually clean up all of the bad entries with no assigned to and figure out the best way to manage this moving forward.
Yeah I was really excited about this Add-In, but it really should not have been released without this option. It's just a bunch of Actions without Fundraisers.
I’m surprised this feature isn’t incorporated, it doesn’t save time if you have to go back into the record and assign yourself to the action. Since you are logging in it seems clear the action should be assigned to the person who is logged in.
The Outlook plugin really isn't an efficiency tool or a time saver without this feature. Someone has to go back in and add all of that solicitor information.
Unfortunately, we cannot implement the add-in until this feature is incorporated. Which is sad since, it's a really cool tool for an org that didn't have outlook integration before NXT.
We were all so excited about this and then the more we started to use it the more we realized it doesn't have enough functionality and causes more work sometimes.
All of our actions that were entered through the app are assigned to nobody. To make it even better you can't even globally add the assigned to via the database view under administration because that field is not an option.
Now I have to manually clean up all of the bad entries with no assigned to and figure out the best way to manage this moving forward.
Yeah I was really excited about this Add-In, but it really should not have been released without this option. It's just a bunch of Actions without Fundraisers.