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Deactivate the constituent code requirement when adding a new record in NXT
When promoting a relationship record in NXT to a full record NXT forces the user to select a constituent code from a prescribed drop down menu. This is not a feature in database view.0
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Would love to be able to completely delete a solicitor.
No description provided0
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Display address from against the primary constituent address
This would help with address updates received in our data exchange with the university0
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Additional Attachment Types to add to that list
I think that the current three choices "proposal" "photo" "WealthPoint profile" don't encompass enough possibilities of the types of attachments we all might want post. I'm thinking that there are a lot more choices needed. For example, "profile" ...1
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Allow the "Preferred Name" in RE NXT to be pulled from other name salutations in a constutients' record.
At the moment, the "preferred name" is pulled from the constituents nickname and not every organization uses a person's nickname as a preferred name. Allow us to pull the "preferred name" from another salutation in a constituents record.0
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Ability to remove/edit assigned solicitors from RE file
No description provided0
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A way for Raisers Edge to track Deleted Tax Receipts.
Several circumstances where I need to cancel a tax receipt but I want to know if there is a way in Raisers Edge to track the deleted receipt numbers instead of having to manually track them.0
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Being able to sort the Birthdate column in NXT portfolio view.
I use the portfolio view 80-90 percent of time to review all of major gift prospects and would love to be able to see the upcoming birthdates within this view.0
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Filter on Profile Photo
Would like the ability to create a list of constituents without a profile photo. We could then add a photo to those constituents. Thank you.0
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Ability to supply a list of constituents (name) into a query to return the corresponding constituent-ids.
Give the query the ability to read an input file with the first and last name of the constituents to use as the search criteria. The output would provide whatever fields are available in the constituent record, in my case the constituent-id. I am ...0