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Add Start/End time to Actions
Our fundraising team make many calls to prospects, and we need to record the length of calls to monitor/analyse call lengths. Being able to do this directly in NXT would be so useful.
Created 05 Jan 10:26 by Guest
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1
Vote
Implement Action Track functionality in web view as it is in database view.
It would be helpful to have the 'schedule follow-up action' auto-prompt popup generate in web view once an action is saved/marked complete. This function is active in database view only.
Created 06 Mar 19:18 by Guest
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1
Vote
Keep the notes active when hovering over one note in the list of actions
It would allow me to read all of the note, before it disappears, which causes me to have to re-open it, when there are many long notes, this becomes quite problematic
Created 06 Feb 20:06 by Guest
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Add a way to upload interactions to multiple accounts at one time.
I currently have to individually add 200 interactions for a letter we sent out.
Created 20 Jan 17:55 by Guest
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Overview Actions Panel should correctly show Upcoming count based on filter range chosen
Often I see where the menu header will show a number of Actions, but when I look in the panel lower on the Overview page, there it will show zero for Upcoming. When I click on that number, I see there is a filter set to One Week. Although I can ch...
Created 14 Jan 19:34 by Chris Zello
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Visual indicator that there are multiple notes on an action record
So that we know to open the full record and not just read the "See More" of a single note.It could be a different color for the speech bubbles or a number in the speech bubbles. See picture for reference speech bubbles.
Created 06 Dec 18:32 by Crystal Shreve
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Visualization of moves management plan progress
Using the work flows tool, a summary can be available that shows a gift officer (and prospect management team) their prospects' progress in a specific sequence of actions.
Created 03 Dec 18:28 by Crystal Shreve
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Vote
In the action record, allowing for the When? to be editable.
This would allow for use to make Past default instead of Future. Thos would allow for the completed button to be check marked and not have to go back.
Created 26 Nov 20:28 by Guest
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Automatic Actions in Web View
Client would like to add automatic Actions when sending an email in Web View.
Created 21 Nov 18:19 by Guest
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1
Vote
Distribution tables for journal entries
In NXT Payable distribution tables and project codes can be added for each invoice. In NXT General Ledger only project codes can be added to Journal Entries, not distribution tables. Therefore, currently you have to go back to the database view to...
Created 20 Nov 17:29 by Kirsten Auch
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