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Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.1
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Outlook Add-In - Calendar Meeting Actions
One of the metrics that we track for our MGOs are face-to-face meetings with our donors. While we can currently add Meetings to our calendars from Actions in NXT, most of my MGOs work and schedule meetings directly from their Outlook Calendars. A ...4
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Including a column option in Actions to show that there is an attachment
When doing an action list at this stage there are no filters or column options to show if there are attachments on the action. These can only be viewed by checking the action inside the constituent record.1
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Sort/filter Action Lists by Priority
Right now I can't create a list of high-priority actions in NXT, and my fundraisers use this a lot to evaluate their portfolios. Would like to have this not only as a filter option but also a column option in the list itself.0
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Display Note Summary in Actions Pane even when there is no text in the Notes Box
Many of our fundraisers just add the brief summary when entering actions, but upon saving, the summary does not display in the actions pane unless there is text in the Notes box. They have to click into the action to be to view the summary which i...3
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Add solicitor option when using Outlook NXT add-in
When using the Outlook NXT add-in, it correctly adds an action in NXT with the email, but it does not allow one to assign a solicitor! I am a fundraiser, why can it not default to me, since I am signed in? I wish NXT had default settings for this.6
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Date and time stamp for action notes
It would be useful and time saving to have a hot button to stamp the date, time and user in the notes field for actions.1
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Web view Actions should automatically show the author as they do in Notes
Notes automatically "assigns" the author but Actions requires a drop down menu and selection of a "fundraiser" to capture the authorship. Yes, I'm aware that you can discover who entered the Action by following a tedious multiple step process via ...2
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Outlook Add-In - changing the constituent
It would be really useful if we were able to change the constituent that we wanted to add the action to on the Outlook Add-In.3
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Workflow should be dynamic
Good start to Workflow, but fairly limited. IDEA -- once a donor reaches a total giving milestone (i.e. $100,000) an action for a personal phone call would be generated. Currently, it is a static list and cannot be done without re-running a query ...1 Already exists