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Bank feed need a user import option
Bank feeds are ridiculous, we can't get most of them to work. Another option needs to be created.0
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Add 'click here for more actions' on 4th page of Action list
Add 'click here for more actions' on 4th page of Action list0
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Action Lists Updates
This idea has a few requests to make action reporting better. Allow lists to be emailed to fundraisers just like the analysis reports When exporting to Excel, include the summary and notes section In the list view, allow us to see the summary an...0
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NXT Gmail Plug In: Transfer email message in readable format
When adding an action via gmail nxt plug in, it's great that the entire email message is transferred, but it's not readable. The entire email chain is put into one paragraph, including sender information, day/time, etc. I'd rather copy + paste tha...0
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Clarify "Completed" vs "Canceled" Actions
An action can be marked "complete" and gets a green check box with completed date, but does not clearly indicate if an action status is "canceled". It is confusing for gift officers to see which actions actually took place vs which are complete bu...1
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One of filter for actions
There are a lot of different uses for actions on a constituent record. It would be helpful if while on a constituent record you could filter by multiple action types at a time so you can see everything that relates to a topic on the action tile. F...0
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Add Summary when using RE NXT Outlook add-in
It would be very helpful if you could add an action summary when saving an email as an action using the RE NXT Outlook add-in. At present, you have to save the email using the add-in, then go into the constituent's record and manually add the summ...1
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In the action area, it would be great if Save and Cancel weren’t right beside each other.
In the action area, it would be great if Save and Cancel weren’t right beside each other. I have hit cancel a few times when I meant to hit save.0
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We need a way for canvassers to be auto-populated when adding actions using Outlook Integration.
All of our email actions added to NXT via the Outlook Integration feature have been added without canvassers. We need a way for canvassers to be populated when adding actions using Outlook so that we don't have to go in an manually add them afterw...0
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It would be great to have "Actions" and "Notes" easily populate two records (i.e two members of a couple)
I have most of my "Actions" and "Notes" in one member of a couple (i.e. the wife), and would hope there can be an easy way to get that information into the other member of the couple's (the husband's) record. Currently, all actions and notes must ...1