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Ability to add the Primary Alumni Class Of Field at the top of record, by the name
Our Director of Alumni Giving is new. It would be helpful to see that they are an alum immediately rather than having to look for it.Reviewed: Voting Open
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Search relationships on constituent record and order alphabetically
Some of our constituents have several pages of relationships, all of the same relationship type. Capacity to order the relationships alphabetically and to search relationships within the constituent record would make it a lot easier to find out wh...Reviewed: Voting Open
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Include Total Given Field for Appeals
Within a constituent's record, it would be very hepful to see the "total given" field (that you can see in RE7), so that you could see at a glance if they gave in response to specific appeals.Reviewed: Voting Open
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NXT needs to have the capability to print a profile similar to RE with all data nicely formatted.
No description providedReviewed: Voting Open
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Add DOB in the search tables for constituents
To aid in the avoidance of duplicate records, searching by DOB would be a much helpful search tool.Reviewed: Voting Open
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Delete Appeal Listing in a Constituent Account
We can delete appeals in database view and need to be able to in NXT. I globally add appeals to records by the hundreds/thousands. Sometimes a letter is manually pulled by a gift officer and I need to delete the appeal code from the constituent re...Planned
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Variable Workflow logic instead of linear Workflow logic. I.e. if you send a welcome letter and the donor responds, ABC happens. If the donor doesn't respond, XYZ happens.
No description providedReviewed: Voting Open
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Allow date in past to be used in Prospect Status
Please let us update the prospect status date to use a date in the past. It's not accurate if our gift officers forgot to update that field and when they change the status, there is no way to use a past date which would more accurately display the...Reviewed: Voting Open
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Synch Prospect Status and Assigned Solicitor from NXT to ResearchPoint fields
It would be great to know who is already assigned in ResearchPoint when doing prospect analysisReviewed: Voting Open
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Prominently display in NXT when a constituent has an open pledge.
Something practically impossible to miss that lets fundraisers immediately know that the constituent they are viewing has an open pledge. Ideally it would be great if you could filter this, so it would either show all pledges or you could exclude ...Reviewed: Voting Open