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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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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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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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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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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
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allow for multiple selections in filter for notes and actions tile
It would be helpful for fundraisers to view only the actions specific to fundraiser activity in the notes and actions tile. This could be accomplished by allowing the user to select more than one "type" from the drop down filter menu.0
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Download Action Calendar Appointments in bulk
When creatin a new action in NXT, you have the option of downloading it as an appointment file. This is a very useful feature for many organisations. However you can only do this one action at a time. You will need to go into each action you indiv...0
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Enable Attached Word Document Name field to be used in Query and Export
We have used the field as a text field to provide next steps on the action. The field is available when Task/Other Category is selected and is the only field on the Action General tab that can accept text. There's history in the field. I understan...0