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Outlook Add-In: Search for and add to previous actions.
We don't create actions for each individual email instead, we try to keep activity with a specific outcome together in one action, and update the action as the conversation evolves. We are trying to avoid the sea of insignificant actions clogging ...2
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Future Actions Added in NXT do not show up under Action Reminders in Database view
When creating a future action in NXT, it does not show up on the Home screen under Action Reminders UNLESS you modify it in Database view. That defeats the purpose of creating them in NXT if you then have to go into Database view to actually make ...3
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Allow Default Actions in NXT
When adding an Action description and Note, NXT should allow defaults similar to Database0
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Allow Color Customization of Actions in NXT Work Center and Database Dashboard
Color customization would make NXT Dashboard much more useful and user-friendly. In particular, it should be possible to color-code actions in the Work center so high priority actions are more visible. Color customization in Database View should b...0
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High Priority Actions should show up on Dashboard/Work Center in different color.
It's great than in database view you can color-code actions, etc. But the color-coding only shows up within the record--not on the Dashboard (database view) or Work Center (NXT web view) where I want it. High Priority Actions should show up in a d... -
Default note on actions or action track
In an effort to standardize the notes on an action entered into the system we created an action track that has a notepad with Who, Where, What, follow-up. This allows us to have the action notes from the mgs to all be formatted the same and easy t...2
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Create an Action Item that is not linked to any constituent
I like to keep all my "Action Item/To Do's" in one location rather than having two seperate lists. Currently it will not allow us to create an Action Item not connected to a constituent.0
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Ability to add multiple contacts to an action
Currently you can only assign one contact from an organisation to an action, however if we meet with multiple people from that organisation it does not allow me to add in all of those contacts who attended the meeting etc0
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More 'dynamic' date ranges
Is it possible to add an option for a custom "dynamic" date range? For my org's purposes, this is most important for looking at upcoming actions and the fact that in a Fundraiser's work center the "upcoming" list is only "this week." For example, ...0
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Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.
There is a cool option to copy Actions from one record to another, however you cannot copy an Action from an Opportunity to the record the Opportunity is in or from one Opportunity to another Opportunity in case it got added to the wrong.0