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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Automatic Actions in Web View
Client would like to add automatic Actions when sending an email in Web View.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open