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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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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
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Save an Action as a draft automatically before NXT logs users out
It would be good if an Action could be saved automatically as a draft when NXT logs users out after they have been inactive for a while, so we wouldn't lose action notes typed already.0
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Exported Actions List Should Contain Contact Info for Donor
It would be more helpful if the exported action list contained the contact information, address, phone, email, along with the gift infomation associated with the action. This information is available on the screen and not including it in the expor...0
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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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Save outgoing emails from NXT as actions on a constituent record
We would prefer that our stakeholders worked from RE NXT instead of having to go back into RE to create an action to send an email to save directly in a constituents record1