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Record keeping needs
We love the feature of emailing receipts using the receipt template. Unfortunately, the emails go out and the organization does not receive a copy. That makes the paper trail less than ideal. Please add a CC line to the email template so that we c...0
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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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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
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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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Ability to filter on multiple action types at once in the actions tile on constituent records
This way people can look at specific (and multiple) action types on a constituent record, not just within a list.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
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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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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... -
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