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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
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RE7 Admin - Globally Add Records
When will the Admin functionality be available in NXT? I noticed when I globally added an action to a group of constituents the only thing that is recorded in Notes & Action in NXT is General - Email (Assigned to Stephen Covello) 8/1/2019...0
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Filter Actions that include embedded photos via query
There should a filter for a query that detects embedded photos in actions, since these actions don't show up in NXT. Then, you could globally change the actions to remove the images. This would be useful for a quick and efficient data cleanup.0
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Customizable recurring gift options
We would love to have the option to rearrange the order of the recurring gifts that appear in the drop down. For instance, the default is "smallest to largest." We have weekly and monthly options listed, so weekly shows up first, in the drop down....0
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Automated Calling System
It would be great if NXT had the capability to make outbound calls through the system and then update actions right away - right now we use a separate online program for this and then have to export the information from there to excel in order to ...0
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Could NXT Actions be marked COMPLETE w/out requiring the status of CLOSED?
In database view, we use custom action statuses of "attended, spoke to, handwritten note sent, declined" in conjunction with the 'complete' date. We only use "closed" if nothing ever came of the action. The only action status NXT allows to be call...1
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Action Type by Fundraiser Comparison
Our organization would greatly benefit from a Action Type by Fundraiser Analysis view. Currently, we can view Action Categories by Fundraiser and can only view Action Type as a whole, no comparative feature among different Fundraisers. Seems prett...0
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To be able to customize the Create Transmission File- Credit Card Report
We would like to be able to have the report customizable to show the donors name. This would be a quick receipt at the event, so we could send out the more formal receipts later.0
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Quick Add for Actions (from any page)
For a CRM, being able to quickly add past actions at any point in using NXT would be a boon for fundraisers (so I could see an action icon like the "Help Center" question mark at the top would always open an add action panel for them). If nothing ...0
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Add a "move file" button to the online file manager (FTP Server)
Currently, the only way to move files that are already on the server, is by downloading them and then re-uploading them to a different folder. This makes it very difficult and impractical to keep the various files organized. It's also difficult to...1