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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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Constituent Actions limited to 20 on the display panel
On the Constituent view of NXT in the “Notes and actions” panel, number of Actions visible to users is limited to most recent 20 (4 pages each of 5 actions) even though the total at the top in blue may be greater. When a user applies a filter it i...5 Reviewed: Voting Open
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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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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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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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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 Actions, Notes and other NXT functions to link to other accounts
In Webview allow Actions, Notes and other editable NXT functions to link to other accounts so they do not need to be entered twice. An example is adding an action into one profile and having an option for this action to be automatically linked to ...0 Reviewed: Voting Open
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Option to opt-out of assigning an action to a fundraiser
In web view we cannot add an action without assigning it to a fundraiser - even though we can do this in database view. We use actions in two ways - 1) to record an interaction between the org and the supporter or partners and 2) to assign a task ...0 Reviewed: Voting Open
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Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...3 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