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In NXT I cannot open the Word file in actions created in RE
In RE I create letter actions by clicking "Letter" and then create the document and add as a new action. When I open the action in NXT, I do not see the Word icon to open the letter to review the content.1
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Add event participants with ACTION list
Right now you can not use an action list to add participants to an event. You have to use the desktop version and globally add them from a constituent query. SUPER annoying, especially considering that "Invite to next event" is a very common actio...0
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Security group for Add-ins and Apps
As we add more apps from marketplace, we should have security options to choose who has access to what, and where an app shows up. Apps that are in testing don't need to be accessible to the entire team - it will create confusion.0
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Allow more characters in Financial Information entries.
With the new 255 character limit, I will not be able to add new information in a single running entry, and will now have to create a new one each time for Private Foundation Assets. 255 is also not adequate for some entries.1
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I would like to see the one to many function in NXT be updated to add the actual date done and mark completed.
Currently I have to go back through and edit all the actions I put in so that I can change the date and mark complete. I could not do a global add due to not knowing/finding what query was used for this list to began with.0
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Linking the gift t o tribute in online-base
It should be possible to link the gift in online-base to a tribute without the need to go into database and make changes. We set up memorial campaigns, and receive 100's of gifts that I have to manually link to a tribute switching between online-b...0
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Would like to export the list of names in "Users and Admins" and export the last login date/time for those users?
For oversight of users.0
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Constituent queries on NXT need to allow include with email
Any workflow that includes an email and then an action is going to add an action for records with no email address even though the email was not sent. This will be confusing to staff reviewing the record.0
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View all Actions on an Opportunity
In the same way you can click "Actions" next to the number of Actions on the tile on the Constituent's record and see the entire list of Actions, it would be helpful if one could do this for Opportunity Actions on the Opportunity record. One can't...0
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Allow for an organization logo to be added to the opt-out email sent when using the EmailFinder tool.
I just utilized the EmailFinder tool for the first time in Database View, and in setting up the customizable fields for the opt-out email, I worried our recipients might not respond to the email since it did not look like a legitimate communicatio...0