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Ability to create automatic follow-up on actions
Currently there is no way to create follow-up to actions. Currently, the action needs to stay open and push the date back until the action is finished, or a second actions needs to be manually created to follow-up on the first action1 Reviewed: Voting Open
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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 Reviewed: Voting Open
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NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "...0 Reviewed: Voting Open
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Add Workflow Based on Opportunity List
Currently we can only add workflows dynamically to a constituent list. It would be helpful to be able to add workflows to an opportunity list, in order to get that expanded filtering ability.0 Reviewed: Voting Open
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Implement Action Track functionality in web view as it is in database view.
It would be helpful to have the 'schedule follow-up action' auto-prompt popup generate in web view once an action is saved/marked complete. This function is active in database view only.0 Reviewed: Voting Open
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Streamline Organization and relationship actions
This is a problem dealing with logging interactions between multiple people within an organization. We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director...2 Reviewed: Voting Open
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Workflow designer creating multiple actions for same constituent
Workflow designer currently limits the number of times it will be triggered for a particular constituent. Workflow designer could be used as a way to automate the creation of actions for fundraisers to thank constituents when they give. However, w...0 Reviewed: Voting Open
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Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.0 Reviewed: Voting Open
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Adding the ability to import the subject field (for Emails) and document field (for Mailing) in the actions tab when creating an import.
It is beneficial because we would be able to provide more details regarding the action (i.e. recording the subject line of the email that was sent out or the document that was mailed). Currently, when I am doing constituent action imports, I am fo...1 Reviewed: Voting Open
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In G/L we use recurring batches with distributions and that is not a function on the web base
these are used to distribute numerous charges that reoccur each month and get charged to multiple grants0 Reviewed: Voting Open