Ability to create letters in NXT

Currently our major gift officers use the mail merge functionality in the database view to populate letters to prospects in their action.  There is no easy way to get that letter into NXT without copying and pasting and saving-just seems like a lot of steps.  Would love to see the ability to create the letter in an action in NXT.

  • Rachel Kave
  • Feb 8 2017
  • Attach files
  • Tina VanDyk commented
    September 12, 2018 19:08

    would also like to be able to view letters that were added as actions in the database view on the webview.