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Allow notes, actions and ratings to be copied to spouse records at time of entry
Most often, when we are visiting a couple, we are cultivating the household. It is likely we have two separate constituent records because at one point one spouse made a gift (hard credit), and at another point, the other spouse made a gift. Howev...2
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New Action Type: Social Media Message
As a development officer, I interact with alumni more than just through in person, phone, and email. It would be beneficial to be able to record the messages that get exchanged via LinkedIn messaging or via Facebook Messenger when someone contacts...0
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When adding a note in NXT, the person adding it needs to be automatically identified.
Unless you type in your name as part of the note, you have a lot of notes with no idea of who added the note. This is a HUGE problem. This is a product defect, not an idea for improvement.2
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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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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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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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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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Adding the ability to import the subject field (for Emails) and document field (for Mailing) in the actions tab when creating an import.
It is beneficial because we would be able to provide more details regarding the action (i.e. recording the subject line of the email that was sent out or the document that was mailed). Currently, when I am doing constituent action imports, I am fo...1