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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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Action Notepad Type unactive the RE choices
You can't remove or click "not active" for RE-Added via mobile app or RE7-Added via Notes field. Because of the way notes are added to actions in NXT Webview, I have over 1000 to clean up. If I could mark them not active, at least it would prevent...0 Reviewed: Voting Open
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Enable notifications anytime an action is changed on a constituent record.
This would be beneficial to management to have an immediate sense of progress/what further follow-up may be needed vs. needing to pull a list/review each fundraiser's assigned actions to see updates.1 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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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. -
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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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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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