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Edit action to link to Opportunity
In NXT an action can be linked to an opportunity when you create it from the opportunity, but there's no way to go back an link an action to a opportunity after it was entered. This is a useful capability in 7.94.1 Reviewed: Voting Open
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New Action Type: Text Message
The use of texting to engage with donors has become increasingly popular at our institution. Our gift officers and their supervisor would love to see "Text Message" as an action type.3 Reviewed: Voting Open
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Show Most Recent Action Note in Summary View
It would be helpful if the most recent action note were displayed in the Action Summary—both in the action list and the work center. Currently, there’s no way to tell whether an action has multiple notes or view the most recent one without clickin...0 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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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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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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Add "Auto-Remind" to Actions in NXT view.
In the database view we have the ability to Auto-Remind actions to another constituent. It would be nice if we could do this in NXT view.1 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