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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Allow multiple email addresses from single email to be saved as an action
I often send emails to a list of people, but not a list pulled through RE or NXT. I would like to be able to save that email to each individual's record as an action by being able to select multiple consituents from the RE plugin on my outlook. Ri...1 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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. -
Outlook integration to NXT - Closed Status
I think it would be helpful to be able to mark the status as "closed" when you add an action through Outlook.2 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Ability to add multiple contacts to an action
Currently you can only assign one contact from an organisation to an action, however if we meet with multiple people from that organisation it does not allow me to add in all of those contacts who attended the meeting etc0 Reviewed: Voting Open