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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
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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