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NXT Gmail PlugIn: Add Status as Completed
It seems like the NXT Gmail Plugin adds the completed date in the Action, but it doesn't mark the status as completed. Consider adding Completed.1 Reviewed: Voting Open
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"Work with Actions" hyperlink to view all actions for a constituent in a single screen
The "Giving History" tile gives me the option to "Work with Gifts" and opens a separate window with all gifts for easier viewing. I'd love to see a "Work with Actions" link that opens a window to view all actions - the 20 currently displayed five-...4 Already exists
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Format of Action Notes - Outlook
The Blackbaud for Outlook tool is very useful, however I have found that the formatting of action notes does not carry over to NXT very well. Specifically the paragraph breaks. After you add an action from Outlook with notes, then go to view the...0 Reviewed: Voting Open
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Ability to trigger an alert for major gifts over a certain amount
Major Gifts Officers, Development Managers/Professionals would be alerted to gifts above a certain amount and then be able to create actions for those gifts.0 Reviewed: Voting Open
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There needs to be an easy way to track the number of "attempts" to reach constituents
Currently the only way to track attempts to reach a constituent is to add a new action for each attempt to reach. This really clutters the donor file and makes the list of actions much to large We currently use the "custom field" within the action...0 Reviewed: Voting Open
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Move Appeals to the Actions & Notes Tile
I would love to see Appeals included in the Actions & Notes Tile. Functioning in much the same way, where you can see all three types mixed together, or select which of them to see. I get that Appeals on a Constituent Record aren't Records in ...1 Reviewed: Voting Open
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When future action is added in NXT and linked to Google, it does not show the Constituent Name
Fundraiser wants to see who this Action reminder is for in Google.0 Reviewed: Voting Open
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Ability to copy actions to a query
It would be helpful if, in NXT, you could copy and action to a query of constituents.0 Reviewed: Voting Open
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Increase functionality for Workflows in NXT
Make an unlimited number of characters for notes in workflows and also include the ability to include media0 Reviewed: Voting Open
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Connect proposal to action regardless of where you click 'Add Action'
When you click 'add action' from the Action tab you aren't provided the proposal field. But that field is available when adding action from the proposal tab. I suppose I understand the logic, but it makes more sense for the add action screen to ha...1 Reviewed: Voting Open