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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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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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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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Allow us to enter group actions in NXT
Giving the ability to enter group actions in NXT would be a big time saver for emails to Boards, Committees, etc. Having to go through the process in the Database View is too time consuming to be practical. We should have the option to add multipl...1
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Search and Edit Uncompleted Actions in Outlook Plugin
It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished...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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Organization Contacts column in Action Lists
It will be helpful to see the specific contact you had communication with at an organization in the action lists in NXT. This way we can quickly see the communication history and make appropriate decisions about next steps.2