Actions
Are the NXT changes to the Action page here to stay? I feel like it adds too many extra steps and slows the process down. We are moving fast and want to capture our meetings and calls, but it needs to be a smooth and streamlined process or people won't do it. Some of the things I've noticed:
1. Sometimes we are required to put the start and end date of a meeting that has already passed. This isn't always important post meeting. Should be optional, and consistent.
2. Not sure why the colored icons were removed. They made the process easier to navigate, just as a document with graphics is more pleasing to read than a page of words.
3. Too many drop down boxes and pages. I felt it was easier to use when everything was clearly visible on one page.
4. The option to select "past" at the top of the Actions page to designate the action is complete has been removed and several extra clicks are required to denote it as past now.
5. Seems to be glitchy and freezes more often, though this could be caused by something else.
0
Categories
- All Categories
- 6 Blackbaud Community Help
- 213 bbcon®
- 1.4K Blackbaud Altru®
- 403 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.6K Blackbaud Financial Edge NXT®
- 656 Blackbaud Grantmaking™
- 577 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 940 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.7K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 249 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 241 Member Lounge (Just for Fun)
- 34 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 796 Community News
- 3K Jobs Board
- 54 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)