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URGENT - Action Start and End Time fields are not populated when using the RENXT Outlook Add-In
When I initiate an email very often that is the beginning stage of an OPEN action and the fact that NXT assumes that the email is COMPLETED is counter intuitive especially when I change the status to pending NXT actually changes the status to COMP...Reviewed: Voting Open
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Filters for Action Lists accessed from the Notes and Actions Tile should be Persistent
When clicking on the number of actions from the Notes and Actions tile in a constituent's record and getting a list of that constituent's actions, any filters set there should be persistent or have the option of being made persistent/saved. This c...Reviewed: Voting Open
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Contacts In Alphabetical Order
We would like to request that when entering an action in a corporate record that the associated contacts come up in some type of alphabetical order. When dealing with companies with numerous contacts it's very hard to find the one you're looking f...Reviewed: Voting Open
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Filter Contacts when adding an action
When adding an action you can now add a contact however the entire list of contacts is not available. Please add a feature to sort and filter the contacts. We have some organizations that have 100+ employees.Reviewed: Voting Open
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checkbox for report title to print in footer
It would be very helpful if there was a feature where you could check off to print the report name in the footer of the page. This is a feature in excel to indicate the name of the spreadsheet used. I update the title and subtitle continuously but...Reviewed: Voting Open
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Import calendar events as actions
Just like how you can export an action as a calendar event, it would be great if we could import a calendar event as an action. That way a solicitor who works on the run could create events in the calendar that could be uploaded as-is to raiser's ...Reviewed: Voting Open
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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 NXTReviewed: Voting Open
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...Reviewed: Voting Open
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Allow invoices to be customized and e-mailed from Financial Edge NXT
Allow invoices to be customized for such things as allowing free form text which would allow adding contact and bank information for clients to use. Eliminating some of the default invoice fields such as Ship to, Customer PO etc. Allow invoices to...Reviewed: Voting Open
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Have the Outlook search from email that creates an action also search spouse emails.
It would be so helpful because we only have one spouse as a HOH in our database and we place the email under the person it belongs to.Reviewed: Voting Open