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Articles on:Settings
Set up your profile, roles, notifications, holidays, and preferences.

Categories

  • Getting Started
  • Tasks
  • Workflows
  • Transactions
  • Contacts
  • Calendar
  • Settings
  • Account & Billing
  • Mobile Apps & Client Portal
  • Team Functionality
  • Integrations & API
  • FAQ & Troubleshooting
  • Community & Feedback
Profile & Account
  • Setting Up Your Profile
    Manage your profile, signature, daily email update, and account/billing settings.Some readers
  • Choosing the Right Roles
    Define the roles you'll track across transactions (Buyer, Seller, Listing Agent, etc.).Few readers
  • Preferences
    Set your Nekst defaults: Daily Email Update, Tasks Display, Dependent Task display, and Empty Detail Boxes.Few readers
  • Accounting for Holidays
    Set how Nekst handles holidays and weekends when calculating task due dates.Few readers
Detail Boxes
  • Detail Boxes: Manage Any Information You Want
    Create custom fields to track any date, amount, or detail per transaction type, then use them as SmartTags and AI-filled dates.Some readers
Communication
  • Send Email Messages using your Email Address
    Send emails from your own address (Gmail, Outlook) directly through Nekst.Some readers
  • Desktop/App Notifications & Mentions
    Manage real-time desktop and mobile notifications, including @mentions from teammates.Few readers
Nekst AI
  • Nekst AI: Your Chat Assistant Overview
    Ask Nekst AI's chat assistant questions and take actions across your transactions.Featured

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