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In Opportunity and Action Work Centers, Display Contact, Their Email and Phone.
We are really starting to use actions and opportunities within NXT. From an efficiency standpoint, when you have an action that is due, would be incredibly easier to show the contact and be able to click their email or phone from the work center t...Reviewed: Voting Open
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Integrate Actions for events from Database view to NXT
It would be really helpful to have actions set up on an event visible on our NXT actions tab so that we are not having to use database and nxt actions tabs seperatelyReviewed: Voting Open
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Allow for use of "defaults" when adding actions or notes
Currently in the RE back end you can use defaults when adding actions and notes. It would be great if this options was available in NXT.Reviewed: Voting Open
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When adding a note in NXT, the person adding it needs to be automatically identified.
Unless you type in your name as part of the note, you have a lot of notes with no idea of who added the note. This is a HUGE problem. This is a product defect, not an idea for improvement.Reviewed: Voting Open
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Create personalized letters from a constituent record
As a donor relations person, it would be wonderful if I had the capacity to create a personalized letter (in Word) to a donor right from his or her record. I want to be able to create a letter that is already addressed to the donor and one that I ...Reviewed: Voting Open
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Ability to modify (edit or delete) scheduled report email without having to unsubscribe
If a scheduled report email needs tweaking or becomes needless, the only option to stop it is to have everyone receiving the email unsubscribe. There should be an option to stop or pause the email send in NXT.Reviewed: Voting Open
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Notes and Actions filter - select multiple Types
We have two different teams interacting with the same constituent (large organisation) for different purposes. We use prefixes to differentiate a fairly large number of action types for each the two teams. For example, for TEAM1 and TEAM2: TEAM1_...Reviewed: Voting Open
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Auto add or options to link a task to another constituent
A way to add an action into one constituent and then tag another constituent in the action so I don't have to copy and paste the second action as a task. For example: I want to add an action tied to an opportunity in a trust record, but then also ...Reviewed: Voting Open
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OLX should automatically update records within RE database when hard bounces occur
I feel like what is the point of using OLX for email appeals if the system isn't going to update the records in RE. That means that all hard bounces I have to go in and run a report from OLX and then update each record individually within RE. I fe...Reviewed: Voting Open
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Fix no solicitor on actions when using blackbaud plugin for outlook
When actions are added on NXT using the blackbaud plugin for outlook, some of the action records end up not having any solicitor listed, even though they are added by the solicitors themselves. This is frustrating as it creates "hollow actions." I...Reviewed: Voting Open