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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
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Action tracks: In Webview, when an action is completed, trigger the next action
Currently the Action Tracks only fully works in Database view. When you configure programmable actions thanks to actions tracks in DB view, and you finish an action by entering it in Web view, it doesn't trigger the next action. We need to be able...0
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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
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The ability to sort Action NP types in NXT that are attached to one Action
I posted this on FB Users Group: Does anyone have a workaround for reordering Action Notepad Types on Actions? Basically, an Action that has more than one NP type. You can't see the original NP type in webview (NXT) We want the original NP type to...0
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prompt users to add follow up actions when completing an action
Similar to the database view - prompt user to ask them if they want to add a follow up action0
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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
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NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "...0
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Allow Actions to Initiate a Workflow
The ability to create a workflow based on an assigned gift officer would be helpful. For example, someone adds and action to an assigned prospects record who is not the assigned gift officer, the ability to create a workflow sending an email to th...0
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Adding e-mail action to account GREAT but with an issue
I am very happy that we can now click the BB button and add an e-mail being sent or received to a record in NXT. I would though like the ability to add the "solicitor assign to" from the small screen at the same time. Now, I still have to go into ...1
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Add Campaign as option in Analyze Actions
When in a specific Campaign like a Capital Campaign we track our solicitors actions so we know we are on track and keeping our pipeline moving. Our MGOs have many prospects associated with many campaigns-it would be great to isolate those to pull ...0