-
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
-
Include graph labels in emailed reports from Analyze
It will benefit our team.3
-
we are unable to get the actions on appeals out of the API.
Actions are put on appeals in the database view, but we are unable to access them through the API0
-
View all actions in NXT not just 4 pages
If one person is receiving a lot of individual touches leading up to a solicitation, 4 "pages" of actions in NXT could only extend back one or two years. It would be helpful to see the overall progression of strategy for the donor without having t...1
-
Change constituent on action
Some times actions are added to the wrong constituent. It would be really helpful to be able to change the constituent that the action is linked to rather than having to delete and re-add the action.0
-
Action Description/Summary Not Displayed In Lists
The action description/Summary line is not displayed in list mode. The Description/Summary is used to briefly and concisely describe the content of the action note so that an action item can be easily located. When working with actions globally, i...0
-
Ability to complete actions in NXT workflows
I am enjoying the automatic workflows we can now do in NXT however when adding the automatic action it doesn't allow you to complete this action automatically. As a result you have open actions on your NXT dashboard. ie. I have an automatic birthd...2
-
Priority actions to show up at the top of the action list.
It would be useful if actions marked priority and assigned to fundraisers showed up at the top of their action list no matter the date in which they received them.1
-
Enable notifications anytime an action is changed on a constituent record.
This would be beneficial to management to have an immediate sense of progress/what further follow-up may be needed vs. needing to pull a list/review each fundraiser's assigned actions to see updates.1
-
Outlook integration expanded to calendar appointments
We'd like to take appointments on our outlook calendars and create meeting actions with those items in NXT, like is done with emails through the current outlook integration. This would make it easy to keep on top of calendars and get information i...1