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Allow marking an action complete in web view
I cannot find a function within a constituent's actions to mark the action as "completed" within web view, only in database view.0
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Add the ability to create one action for multiple constituents in NXT
Many times I need to add the same action for multiple constituents (not a mass mailing or similar, but a meeting with multiple people or conversation with a few people, etc.) It is time consuming to do this individually in NXT but in most instance...79 Reviewed: Voting Open
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Add Completed Date field to Outlook Extension
Currently you can only update the original date of an action in the Outlook extension, but the completed date defaults to the date you save the action--even if you're recording the action much later than you completed it. You have to take the addi...1
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View all note text in Action edit view
The note field box is relatively small when trying to add additional information. Scrolling through trying to find the area that needs to be edited can be frustrating when there is a lot of text in the note. Expanding this box would be very helpfu...0
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Bring the Action Save and New to web view
In Database View, when saving an action, users have the option to select “Save & New.” This functionality is greatly missed by our fundraisers in Web View.I understand that the underlying mechanics in Web View are different, which may make thi...1
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Make all actions show on record dashboard in Webview
On some records, there are only 3 or 4 screens worth of previews available in webview, but then when you click on the link for total number of actions (e.g. 176 actions), all are viewable. Can the preview expand to include all records for all time...4 Reviewed: Voting Open
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Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.2
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Default Set functionality for Action records
It would be great to select from the Action Default Sets (available in the Database view) in RE NXT that have prepopulated fields while in RE NXT Web view.28 Reviewed: Voting Open
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Include the "Completed" Checkbox and Completed Date as a filter in Action List
We are currently able to filter an Action List by Action Status, the organisation I am working with would also like the ability to filter the Action List by the "Completed" checkbox in the database view - as well as the Completed Date that is asso...1 Reviewed: Voting Open