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Provide option to edit custom fields in actions as well as see custom fields in list view
This attribute provide much more detail that we can query on identify trends/analytics around this detail. Relationship managers cannot see this critical information currently.7
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Journal entries: Should be allowed to insert a line wherever needed- not just add at the end.
When copying a journal entry, it usually needs to be modified. There should be the ability to insert a line where the user wants it- not just at the end. This can also happen with a new entry- sometimes you just miss a line and need to insert it. ...0
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EAP - Marketing Email - Emails added as an Action
Hey team, I'm on the EAP for the new NXT Marketing Email functionality. So far the interface is great and the functionality all seems to be working fine. One thing I have noticed is that sent emails aren't linked to the constituent records. If se...11
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please include the text/body of an email into the action
Currently when you click on a donor's email address it asks if you want to create an action. If you say yes, an action is created showing an outbound email was sent, but the body and text of the email content is not included in that action, which ...0
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Add a way to sell items
It would be great to have a way to sell items/merchandise and not just be limited to soliciting donations or having events.0
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Integrate text messaging into actions
Like we can update emails directly into RE from Outlook it would be nice to do the same with text messages0
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Ability to close out actions that are not complete, but inactive or cancelled
We have some actions that will not be completed and that we consider inactive or cancelled. We created statuses to indicate this, but they continue to show as open or past due because they haven't been marked as completed. We do not want to show a...0
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NXT Actions - All fields on all tabs (General/Attributes/Notes) that are present in the database view should be options in the NXT view
We use most all fields when creating an action and need the additional ability to access these fields when when the action is made without the extra step of going back into the action. If we prioritize, we need Solicitor(s), Campaign, Fund, Appeal...3
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Email Action to Someone
As one staff person creates a new action in NXT, it would be great to simply email it to someone else as a notification. I know you would be able to tag someone else, but it might still slip through the cracks, if a staff member is not using their...3 Reviewed: Voting Open
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Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.2