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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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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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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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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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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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Add action author/creator available in unassigned actions
We have several actions that are created without the MGO assigning the action to themselves or someone else, but there is no way in NXT to see who created the action so that I can tell them to update it. Currently, I have to log into RE and find t...1
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Be able to export all the same information you can see on-screen in an Action List
We periodically assign our board members to make stewardship calls. I can create a nice pretty list in NXT showing the constituent, their contact info, who the action has ben assigned to, the description of the action (i.e. "Board member thank you...0
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Add option to exclude Unassigned Actions from being triggered by Workflow Designer
We are setting up workflow designer and would like to be able to trigger workflows only for those gifts/constituents who have an assigned fundraiser. Please consider adding a filter based on whether the constituent has an assigned fundraiser. It w...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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Letter writing functionality in NXT web view
Is would be useful to have a "write a letter" button/a letter writing functionality in web view. This would allow to stay on web view and not to switch between web and database view due to the lack of functionality in web view.0