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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
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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 problematic0
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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.0
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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...0