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Add ability to customize/rename action categories
Not all organizations track actions the same way. Having the ability to rename the categories can help us better identify the types of engagement going on.1
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Sort the action tile based on status: closed status should be by completed date, open status should be by Action date
When we have activity in donor records, it is confusing when the tile sorting is only by action date as completion can happen early or later. When you are looking at all of the actions, we do not have the correct sequential order. We should not ha...0
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Idea for better Calendar integration
Many websites make use of calendar subscription options. May I suggest the NXT setup the same scenario? The idea would be to allow NXT to manage its own calendar. However, allow users to subscribe to the calendar in whatever format the choose (isc...0
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Action Location to be available as a free text field not just a drop down table
want to be able to enter postcodes of where visiting so table would get overrun and not useful values to store, or report upon1
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Action or notes tied to constituents are synonyms
When a gift officer adds action to one spouses record, would like that same note added to the other spouses record simultaneously or synonyms. This way double entry of notes and or actions do not have to take place.0
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Actions in NXT
Is there a way that an action cannot be saved in NXT unless the solicitor add his or her name?1
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Addition of Due Date Field to Expense Management
When our users are adding requests for payment for vendors through expense management the Invoice Date is carried into FE Nxt as the Due date this causes it to look as though it was past due. The addition of a Due Date Field along with the Invoice...0
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Not all Actions in Database showing on NXT
If staff person (NXT User) is not the Solicitor for that Constituent, the Action won't show on their Nxt Work Centre page. It will only show in Database. Not helpful if they are primarily working from their mobile phone and wanting to make sure th...1 Already exists
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When entering an action can you update the 'past' vs 'future' depending on date entered?
We are new to RE NXT and many of our fundraisers are forgetting to update the 'past' or 'future' buttons when adding an action. If it updated based upon the date entered for the action this would correct a lot of the problem. Right now it always d...0
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Import calendar events as actions
Just like how you can export an action as a calendar event, it would be great if we could import a calendar event as an action. That way a solicitor who works on the run could create events in the calendar that could be uploaded as-is to raiser's ...0