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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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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
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Descriptor for Action Type
Action types are difficult to name in such a way that all users intuitively understand how to use them. DB admins can provide guides and training but inevitably many users will still choose incorrectly. It would help if there was an action type de...0
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Previous Actions format on NXT performed better
The updated version of the Actions section is slow and adds too many extra steps. In development, we are moving fast and want to capture our meetings and calls, but it needs to be a smooth and streamlined process. 1. Sometimes we are required to p...0
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Append actions with the outlook/gmail plug-ins.
It would be great to be able to append more information to an action you've created with the outlook or gmail plug-in. It's great that when sending an email you can create an action right there but I don't want to create an action for each part of...0
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In NXT I cannot open the Word file in actions created in RE
In RE I create letter actions by clicking "Letter" and then create the document and add as a new action. When I open the action in NXT, I do not see the Word icon to open the letter to review the content.1
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I would like to see the one to many function in NXT be updated to add the actual date done and mark completed.
Currently I have to go back through and edit all the actions I put in so that I can change the date and mark complete. I could not do a global add due to not knowing/finding what query was used for this list to began with.0
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Mac email add-on
My organization uses Mac computers, so it would be really great to have a Mac email add-on, similar to the Gmail and Outlook ones that are currently available.0
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The map function reflects PO box addresses
In order for me to accurately gather information about where my constituents live, it would be very helpful if the map function reflected PO box addresses. Otherwise, the numbers are incorrect.0