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Mark Actions as "Stale" or "Canceled" - or an option in between Open and Complete
We need to be able to mark Actions so they don't show up in the Work Center, but without deleting them or marking them "Complete". We use the simple On/Off switch for Action completeness (either it's complete or not) because using the Action Sta...0
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once the automated action from an email has been added have fields auto populate information specific to the fundraiser
No description provided0
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Increase the number of of actions on the summary card
The summary card is currently limited to 4 pages of preview actions. It would be great to increase that number.1
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Ability to toggle the Action , such as a contact report to the spouse/partner w/ a check box.
Helpful because otherwise it is doing double the work. This would help in many categories.0
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Changing date by hitting the + or - (just like QuickBooks)
We often have dates that are within a week of a vote, and it would be helpful if we you could change the date with a simple + or - instead of always having to pull up the calendar.0
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Option of entering an anniversary date of monthly giving that flags a thank you letter reminder.
I would like to be able to send a thank you letter to our donors at their one year anniversary date of monthly giving. It is frustrating and hard to keep every donor's date recorded manually in a separate calendar software. Would be nice if the pr...0
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Action List Clean Up
It would be helpful to have the option to work with all of actions not havig to specify open, completed, past due.0
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Ability to add Action Attributes
We use action attributes in RE and would like the ability to do the same in NXT1
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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".0
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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