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Create tickler for next action with constituent
I would like an option to create a "tickler" on a constituent record. For example, today i have a great call with a constituent and I need to set up another meeting in October. Can a notice/reminder be created that will pop-up on my "work" screen ...0
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Add attachment to a note in the notes tab on a constituent record
Have the ability to add an attachment to a note in the notes tab on a constituent record, just as you can in the actions tab for an action.0
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NXT List Permissions
It would be extremely helpful for NXT lists to be able to grant access to lists in the same way dashboards are granted access. Saved lists should only have lists you created or lists that are shared with you visible and accessible and nothing else...0
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Expand filter opportunities within RE:NXT Analyze
Need to filter on solicitors in Campaign section and to filter on campaigns in the Opportunities section of Analyze0
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Plug In for Social Media
Would like a plug in for social media (Facebook, Instagram, LinkedIn) to update constituent photo and birthday, if possible. Similar feature on my iPhone to update contact photos based on their profile picture. It should also be able to update the...0
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Ability to create a new Constituent Record in NXT web view
Its inconvenient to be bouncing from web view to database view. Being able to create a constituent record in web view would streamline.0
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Ability to have multiple different contact types and relationship types (or tags) on relationship records
We have several different campaigns and events along with stewardship pieces that require different contacts and communications with different people in companies. The problem is we can only assign one contact type and one relationship type to rel...0
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Globally add an attachment while globally adding an aciton
I know the Global Add feature is not yet available in NXT, but as we use the attachment feature more and more, it would be great to be able to globally add an attachment while globally adding an action.1
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Correct the Event Type/Category mismatch between NXT and database view
For some reason, NXT Event Categories track to database view Event Types. This can cause confusion when creating and managing event lists.0
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Should be able to add both US and Canadian Phone numbers in NXT using a formatted phone type
Right now Canadian charities cannot add a US phone number to a constituent using NXT if assigning a formatted phone type. So we are forced to choose between having no formatting on our phone numbers in classic view, or being unable to add a US pho...1