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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
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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.0
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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. -
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.0
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Automatic Actions in Web View
Client would like to add automatic Actions when sending an email in Web View.0
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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...0
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Highlight Face-to-Face Actions in "Actions and notes" section
As a development officer, it would be helpful to see quickly if there have been any face-to-face meetings at a glance. I typically have to open the actions and review all to see if there is a record of one. Maybe it could be displayed an icon in t...0
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To add if the action is inbound or outbound to the top level view
To add if the action is inbound or outbound to top level view under actions so you can easily see it without going into the edit field.0
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Be able to view action document names and/or subjects in NXT
When you view actions in NXT, you aren't able to see what the action is. If we could view the document name or subject, it would give us a better idea of what kind of email/mailing the constituent received.0