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List of actions for the day sent to email
Get notices in email of what actions need to be done that come up that day.Reviewed: Voting Open
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Please add Contact field back to Actions and Proposals
Our gift processor looks at actions and proposals to verify who the solicitor is working with when sending correspondence.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.Reviewed: Voting Open
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Allow additional constitutents to be added as participants to an action
Currently in RENXT a constituent must be marked as a fundraiser in order to assign them to an action. However, we have many non-advancement staff or faculty members that take part of important meetings and can not accurately reflect their role in ...Reviewed: Voting Open
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Show more than the last 20 actions on the tile.
Would like to be able to see all actions on the tile (not just the last 20) vs. having to click "actions" to see the full list.Reviewed: Voting Open
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Being able to tick/select actions and mass completing them, rather than individually completing each one
So you don't have to manually complete each actionReviewed: 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.Reviewed: Voting Open
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Add sort function to Action Note Types in web view
Please add a functionality to sort by Action Note Types in web view. Currently the Notes are not sorted in any particular order and to find a note type you need to filter for them. This works if you are looking for a specific note type but makes i...Reviewed: Voting Open
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Allow default category to be changed for NXT actions
Instead of having the default be "meeting" we would like the default to be "task/other." The majority of actions that we are adding/tracking aren't necessarily meetings but are follow-ups from meeting/emails/etc. and that would fall under "task/ot...Reviewed: Voting Open
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Add the option for a Home Page Constituent Action reminder
NXT lacks the option to have a Constituent Action reminder set up on your home page. Only having the option of the reminder being sent to your calendar is not ideal.Reviewed: Voting Open