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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
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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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Action Items Listed in Order (Most recent action to Oldest action)
I want to be able to view the most recent action first by timestamp. Not in a "digest" sort of way as it is organized presently. Actions are categorized by day. Within the day they are ordered by oldest action to newest. I'd like to see the reverse.0
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Workflows that can assign an action to a person more than once
When you set up a workflow to assign thank you actions for gifts, the action can only be used once per constiuent. Can we make it so that one workflow can send many actions to a constituent? It is incredibly time consuming to make new workflows to...0
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Office 365 NXT Web Integration
Please enable robust integration from NXT(web view) and Office 365. This should include such items as available through non-office365 and db view. Include emails being saved as actions, task/action sync and calendar/action sync through Microsoft e...2
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Cut-and-paste or copy-and-paste actions from one record to another
Let's say someone contacted Jane Doe about a foundation she represents. They add an "action" to Jane Doe's individual record. But as a grant writer, I want that action in the foundation record. Right now the only way to get it there is to open up ...1
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Actions List - Download the Contact info of the Constituent
Currently, when you download a list of actions, the Constituent Contact info is excluded, we would like to have all of it show up on the list.0
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Add Action Outcome to Actions List
In Web view, we need to have the ability to see the Thumbs up or downs for all actions in the Actions List. Also filter them would be great. -
Allow invoices to be customized and e-mailed from Financial Edge NXT
Allow invoices to be customized for such things as allowing free form text which would allow adding contact and bank information for clients to use. Eliminating some of the default invoice fields such as Ship to, Customer PO etc. Allow invoices to...0