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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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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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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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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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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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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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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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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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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