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Have automatic prompts to review opportunities and prospect status when entering actions.
When fundraisers log actions on their constituents, these actions often also involve a change in status for the prospect overall, or a change in opportunity status. It would be great if when actions were logged, there were two prompts that asked w...0
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change the color/symbol of the "high priority" icon for an action
Whenever I see that red circle and exclamation mark I think "something is wrong or bad." In our culture in many ways red has bad connotation: red light = stop, negative cash in bank account is red, flashing red lights on fire trucks, etc. Green fe...1
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Allow follow up actions in NxT to match the function in data base view
RE 7 permits me to 'add a follow-up' action when I select 'action completed on ___'. Please add this function to NxT. It is a timesaving tool for actions, and the database view is the only way to create a follow up action seamlessly. This seems to...0
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Ability to permanently set filter settings for overview actions
It is currently not possible to set the "Actions" filters to whatever range of upcoming actions that the fundraiser wishes to see within the Overview tab in a fundraiser's work center. Right now the "Upcoming Actions" have a "this week" filter tha...0
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Update the available fundraisers in Action assigned to under the Actions tab to only include active fundraisers
It would be helpful to only see active fundraisers (solicitors) in the drop down menu for "Actions assigned to" in the Actions tab. Sorting through old and inactive fundraisers from the list is inefficient and not helpful to users.1
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Checks V.S. ACH/Online Payments
You should be able to tell the system whether you want a check or if you paid something online.0
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NXT Gmail PlugIn: Automatically make user solicitor when adding Action
When adding an action via the Gmail Plug, would be great if the RE user was automatically made the solicitor (noting they need to be listed as the solicitor in the record prior to).0
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NXT Gmail Plug In: Database Search of Email should include Contacts in Org Record
The NXT Plugin searches constituent records but it seems to not include org records. 95% of my work is with companies, with individual relationships set as contact/primary contact. The plugin is not helpful for me if contacts within an org record ... -
Allow clients to build custom contact report forms
Institutions often have specific fields they need to capture when filing contact reports or adding actions. Allowing for custom forms would let each institution define easy-to-use processes for capturing the right data each time.2
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When using the "Mark as Complete" button on an action, automatically add a new notepad.
Currently, when you click on the "mark as complete" button, it brings up the latest notepad, which is often a separate incident from the one you're trying to describe. It would be great if clicking Mark as Complete would automatically open a new n...0