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When an email is sent through a record, have it save a copy in Actions (like RE did)
In RE, if you click the constituent's email address in their record to send an email it captures it as an action in the constituent's record. In NXT that is not the case. It was super helpful to keep track of all communications (particularly for o...0
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Change past due timeline for actions
RENXT sets when an action is past due. But we want to be able to change that so that not all actions are marked as past due after a day or two. For some actions, we would not consider them past due for 5 days--but we cannot change that.0
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Return Action Item side panel on screen vs opening the action (or allow it to set as a preference)
With the latest update I have noticed that when working with Actions in NXT it now opens the Action redirecting you from the profile vs. the side panel that did pop up on the side. This isn't a huge deal but it does takes more time for the for the...0
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When creating a batch, select your date for entering items and it remains that date for the whole batch.
Having to change the date for each entry is redundant. You should be able to set the date and it stays the same for all entries.0
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Action category Meeting to have its own drop down 'type' option
When creating an action for a meeting, our end users would like to have the action type different to all other categories. For example Action - Meeting - Stewardship. Instead of seeing all on the list such as 'contacted' or 'marked as deceased' an...0
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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.1
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Default to Assigned Solicitor as the Fundraiser when adding an Action
This would make it less likely for the Fundraiser to forget to add themselves to the Action.0
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Default Past VS Future option for New Actions in NXT
We would like to see an option to change the default of the "When?" option. Currently the default is Future. We use the actions more in recording past actions, so it would be great if the default is Past.0
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Having a spellcheck feature within the Actions and Notes would be awesome!
It would be nice to help prevent misspelled words in action and notes.1
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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.0