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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
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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