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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
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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
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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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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
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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 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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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 "... -
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