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Add (back) Action Preview back in NXT Action tile
Our endusers were able to scan through actions tile and see a preview of the action and and person to whom the action was assigned. This functionality was removed in the recent "upgrade". Please bring it back.0
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Format of action reports - please change back
Please consider changing back the format of the action reports to where you can see who the action is assigned to initially. With the new update, gift officers now have to click on the little down arrow to see any of that information.0
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Author field in Actions
You have added Author field in Notes, can you add them in Actions as well? We have a lot of older Actions where a solicitor was not defined, and it would be nice to see the Author.1
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Able to Create a Constituent Letter Under New Action
In database view under new action, we have the option to store our standard letters and create under mailings. Will this be available in NXT?1
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Add Ability to Sort or Filter Actions by Fundraiser in Constituent Record
When viewing the constituent record in NXT, you can filter by date and other parameters, but not by a specific fundraiser. This would be helpful to have, especially for constituents who have multiple fundraisers.0
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Made fund information available in actions in NXT
It is important to add that information in while entering an actions, and it is more efficent to add actions via nxt0
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Pull a list of Actions based on Custom fields within Action
This would create additional options for how to tag Actions outside of the Action type and category, giving the user more customization0
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Workflows for checks received.
I was trying to create a workflow for when we receive checks. There is not currently an option for that - that is frustrating as our average donor is older and prefers to send checks.0
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List of actions for the day sent to email
Get notices in email of what actions need to be done that come up that day.0
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Fix no solicitor on actions when using blackbaud plugin for outlook
When actions are added on NXT using the blackbaud plugin for outlook, some of the action records end up not having any solicitor listed, even though they are added by the solicitors themselves. This is frustrating as it creates "hollow actions." I...1