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Show What Queries a Constituent is Part Of
I'd love a chance to double check my criteria by being able to open a constituent file and seeing what queries they're currently on.0
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Export addresses in different format than stored
In most cases we do not abbreviate addresses, which is great 98% of the time. If we could export in USPS all caps format, it makes bulk mail much easier!0
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Location Mapping by Relationship in RE
Our constituents are allocated to their local Support Groups via an organisational relationship with that support group. It would be great to see mapping of our constituents by their support group (i.e. by relationship) rather than just by address...0
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Organisation records vs individual records
Ability to pull lists and either exclude or include as relevant organsiation/individual records.0
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Make constituent an AP vendor
Right now the only way to add a constituent in RE to FE to be able to pay them is through the database view. It would be nice to be able to do this through NXT.0
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System ID - increase maximum characters
We import data from another system and would like both systems to have the same system ID for ease of import and export and to prevent duplicates. However System ID only allows a maximum of 20 characters, please increase this to 40.0
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Spouse name at top of record should use new Name Format
The Spouse and Fundraiser names at the top of a constituent profile in NXT use the First Last format. It would be super awesome and helpful if they used the same name format settings that the constituent name uses, and which are set in the global ...0
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Ability to add (or update) all mail merge letters from Config to the Mail Module at one time.
This would be to avoid adding new letters individually (as well as adding their merge fields) from scratch.0
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Unique profiles for types of new Constituents
It would be great to be able to set up different profiles for the different constituents we add. For example, if I am entering in a general new donor, there are a limited number of fields that need to be filled. But if I am entering a donor who is...0
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Ability to bulk add/remove communication preferences.
As in the Database view, if I'm adding 30 communication preferences I'd like to be able to add them with one click rather than individually.0