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Have feedback or a feature recommendation to request?

Tell Nekst how they could make the product more useful to you.

Add a Pause Functionality to the Transaction

This would be helpful for users that have various tasks set up to autosend. Right now, if I hear a key date may be changing or a transaction may be terminating, it would be amazing if I could put a “pause” on anything scheduled without actually having to click on each task that is scheduled and unclick the auto-send button. Because once you do that, then you have to click to activate autosend on everything again. A mass update button for adding or removing autosend would work, but the pause or hold would be more of a timesaver. Right now, I’ll archive the transaction temporarily if I don’t have time to look at everything on autosend, but then I’m preventing from viewing anything about the transaction. I’d like to “pause” but still be able to work in it.

Adrian Thomas 15 days ago

2

Add a filter for tasks with comments

Even though they can be seen in the widget in sidebar, it would be so much easier to add to these in the task list using the the comment icon and without having to open the task up and scroll to the bottom. Even better would be if when you click on the comment icon, you could not only add a comment but also have the list of comments in that same pop-up so you can edit or delete existing ones if needed. Context - as a solo pro user, I often add a comment after requesting an update using an email task and I add a comment saying “waiting for update” so that I can see it in the side widget until I’ve gotten a response. Then I delete the comment once I have response. So, by the end of the transaction my sidebar of comments is clear without having to keep tasks open in my list.

Adrian Thomas 15 days ago

2

Task Completed API

Please add a way to mark a Transaction Task complete via the API — currently Transaction Tasks only support GET and POST (create); there's no PUT/PATCH to update one after creation, unlike Transactions, Contacts, and Notes, which all already support updates in your API. The completion fields (status, completedAt, completedBy) already exist and are readable in the task response — this would just add a write path to data you already expose, not a new field. Use case: our transaction coordination automation sends task emails and tracks task status via API, but can't close the loop — a human has to open Nekst and click "Mark Complete" for every task our system already knows is done. A dedicated endpoint like PUT /v1/transactions/{transactionId}/tasks/{taskId}/status (mirroring your existing PUT /v1/transactions/{id}/status) would let us automate that step and bring Tasks in line with how the rest of your API already works. One related question: does setting isAutoSent: true on POST /v1/transactions/{transactionId}/tasks/email actually trigger the send at creation, with no further action needed? The API docs don't say, and I want to make sure I'm not missing a required follow-up call before relying on it.

Sarah Lockett about 1 month ago

Detail Boxes: Add 2 New Types. See description

Add live hyperlink option. I like to add a direct link to the loop for each of my transactions. If the link could be live, then I’d have it show up in my transactions grid so that I could easily click to get to that loop and update something, etc. Add a checkbox option to the detail boxes. If this were an option, we could check off “Clear Termite Letter”, “Clear Septic Letter”, etc and have a nice simple view in the Transactions Grid of what’s left. In a dream world, the box would initially show the date the “Clear Termite Letter” is Due, but then once we receive it, the same detail box could have a checkmark. But I will settle for 2 separate columns (1. date date column + 2. Separate Checkbox to indicate that the Item Due was received). I have used emojis (blank grey box and then replaced with check mark emoji) before but it’s more cumbersome to get to those and add them in. I removed all of those due to this.

Adrian Thomas 6 months ago

Add Arrows like the ones in my screenshot to Transactions Pages so they we can scroll through them based on whatever we sorted by in the Transactions View Grid.

This would be great because I could go to transactions page, sort by Closing date and do a quick run through of files. I currently have a detail box (column) for my agent/client’s name so I could sort by Agent and just click to run through. Please also make the “Next Key Date” a sortable column because then I could do a quick run through based on this.

Adrian Thomas 6 months ago

1

Key Date Banner at Top - Add Hide Completed Task Option + Add Option to Complete Task from Banner View!

Context- I’m a solo pro account: I’m currently using my Key Date banner as my working task list within each transaction to move more quickly through individual files. I really only want to see what is left that requires me to touch it. Once it’s complete, I’d love for it to be removed from the banner. Right now, if one task is very overdue but they date needs to stay as it was because it’s tied the roadmap, etc, there may be several completed tasks in between this past due task in the banner and the upcoming tasks that require my action. Obviously, I can scroll back to find it or I can look below and filter key dates in the larger task list, but if my banner only had tasks still requiring attention at the top, I could more quickly check in on each file. EVEN BETTER - please make it so I can complete the Key Date Banner Tasks from the Banner View instead of having to Open the individual task and complete it. Sounds silly but TC work speed heavily relies on how I can work “ON” my files, not “IN” my files. If these updates were made to the banner, even if I have to click “IN” my transaction, I can very quickly see where things are, check things off, without a million clicks or scrolling.

Adrian Thomas 6 months ago

Add a Duplicate or Copy/Paste Option within Email/SMS Tasks within Workflows and within Individual Transactions

For Email & SMS specifically, it would be such a timesaver to duplicate or copy & paste email and SMS tasks. The body isn’t terribly cumbersome to copy and paste but it feels cumbersome to reselect which roles will receive each email over and over again. It would be most ideal if this could be used to create preceding tasks and dependent tasks too.

Adrian Thomas 6 months ago

Picky Request - Profiles that don’t have a photo uploaded

The Client Portal is so pretty which is a great thing, but the person icon nekst to the contacts that don’t have a picture loaded makes it look sort of unfinished. Would it be possible to either show 1-nothing there 2- a square outline with rounded corners that matches the formatting of the other contact photos and has initials or 3- A minimal icon in a matching square outline with rounded corners that relates to their role? Ex: Attorney - scale icon, Lender-bank icon, Buyer- Key Icon, Seller- For Sale Sign? Just something that looks as intentional as the rest of the aesthetic. My ADHD send me on a journey to google image search their logos, pics, etc but that turns into a time suck. Perhaps, in the custom roles settings, there’s an option to uses to upload a default pic or role (if they even care), but then also having he option to add actual headshots for people later if you have them. 😬

Adrian Thomas 9 months ago

Add option to edit contact or copy Transaction Party Contact Info within the Mobile App Transaction

I would like to click and make edits from here or be able to copy any contact details to paste elsewhere. I know we can use icons on the right to call or text, which is helpful but more often I’m just using to grab or correct info and then share without having to go into contacts section separately.

Adrian Thomas 9 months ago