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Ability to Add Attahcments to Already Exsiting Actions
It seems Crazy that we can add attachments when we create an action but cannot add an attachment when we edit an already existing action. Please add this feature.1 Reviewed: Voting Open
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For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.1 Reviewed: Voting Open
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When adding Actions on NXT, the default setting is 'Future' instead of 'Past'. Could it be changed?
We mostly add past actions to the database that are normally completed, so we would like to ask to set 'Past' as default instead of 'Future'.0 Reviewed: Voting Open
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Set Conditions for Workflows BEFORE Actions/Emails
For example: A gift is made > Condition = 3 days have passed > Send workflow email When I asked ChatSupport about this, this is the response I got: " As we have checked the condition which you have applied is applied after the email, we need...0 Reviewed: Voting Open
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Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...2 Reviewed: Voting Open
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Action tracks: In Webview, when an action is completed, trigger the next action
Currently the Action Tracks only fully works in Database view. When you configure programmable actions thanks to actions tracks in DB view, and you finish an action by entering it in Web view, it doesn't trigger the next action. We need to be able...0 Reviewed: Voting Open
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"Are you sure?" Question before cancelling an action
Add an "Are you sure?" question before an action is cancelled. Too many times I have had an action perfectly setup in NXT and ready to copy to 20 other records and I am just slightly over the cancel button rather than save and it cancels automatic...2 Reviewed: Voting Open
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Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.0 Reviewed: Voting Open
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Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...2 Reviewed: Voting Open
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Allow ability to view all actions on a record using page options.
Add ability to see all actions through the 1 2 3 4 > page option. Currently only 20 actions are seen looking at the 4 pages. Recently, gift officer missed important data in action from another gift officer as she thought she had viewed all the ...0 Reviewed: Voting Open