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RE NXT Outlook Add In- Pull emails from relationship records
I am often emailing with a lot of companies regarding giving. Relationships emails on the organization record type should pull into the RE NXT Outlook add-in. Right now the email of the contact has to be on the organizations main constituent recor...1
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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 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... -
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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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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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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Acknowledgements letters should be viewed in NXT
To thank a donor for a gift, an acknowledgement letter can be typed and saved in Database and also viewed in the database Action tab. There is no option from the Actions in NXT to open or view a letter except to attach it as a PDF file. It would b...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