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Add "Action Summary" to Searchable Actions
I love the new ability to click on actions and see the whole list, to sort and search on keywords. One thing I have realized is that the Action Summary section from NXT (or Action Notepad Description) is not included in this view. The Action Summa...2 Reviewed: Voting Open
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Filter by Action Attributes in NXT reporting
So we can drill down into Actions could the Action Attributes be added into the NXT reporting system? We'll then be able to view and filter information stored in Attributes. This will be especially useful when we want to report on the different ty...1 Reviewed: Voting Open
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Adding a future action while completing the current action.
It would be nice to have the option to schedule a future action as you are completing a current action. So, when I log in and enter my action from a meeting/phone call and know that I need to reach out to them in 3 weeks, I'd like to be able to cr...0 Reviewed: Voting Open
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Add organization action on contact record
It would be helpful to have the opportunity to add an action taken on an organization record on the contacts record. often times contacts are also involved with our organization on a personal level and seeing all the actions taken, whether persona...2 Reviewed: Voting Open
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Add Campaign and Appeal to Actions
The ability to add a campaign or an appeal to an action would be very helpful in being able to look at all actions taken and associated with a particular appeal or campaign. Otherwise, there doesn't seem to be a way in NXT to be able to filter dow...1 Reviewed: Voting Open
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Add action directly to the Event record on RENXT webview
IN RE database view, the action tab appears in the Event Record but in RE NXT webview, I am unable to find the action under the event module. It would be useful to add event actions for the users who have an access to webview only.0 Reviewed: Voting Open
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RENXT Outlook Plug-in for Shared Inboxes
Would it be possible to make the functionality available for shared inboxes e.g. a support inbox?1 Reviewed: Voting Open
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Email notifications to assigned fundraisers when an NXT user adds an action to a constituent record
It is useful to keep internal staff automatically included and aware of cultivation and stewardship conversations.3 Reviewed: Voting Open
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Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ect0 Reviewed: Voting Open
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Clarifying "Assign to Me" in New Action entry
NXT users can be easily tripped up by the way "me" is listed after "Assign to:" on the new action entry form. Seeing "me" already there, it is logical to assume that their name will be assigned to the action. But they need to click on "me" for the...4 Reviewed: Voting Open