-
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
-
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
-
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
-
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
-
Consent to opt out for mail, system to automatically untick 'send mail' box within address.
At present if someone opts out of receiving mail we enter this as a consent and then also have to untick the 'send mail to this address' box. This could cause issues especially when doing queries for a mailing and that person does not enter the co...0
-
Add consent records through global add
We get and loose consent through 3rd party software, it would be useful to be able to globally update records with this. For example, we may have 30 people who ask not to be called again in the telethon, we currently need to import this but it wou...0
-
Bring back the "Check Spouse Box" on the Constituent Search
For some reason on 7.92 someone thought it would be a good idea to remove the "check spouse box" and put a search by last name. I'm sorry but no donor tells you "hello, I'm the spouse" when they send a gift in. When a gift comes in, you don't know...0
-
Ability to supress empoyee relationships
We have some companies with hundreds of employee relationships. We don't want to delete the relationships for historical purposes but if we could suppress those with a relationship as former employee that would be extremely helpful.0
-
.
No description provided0
-
Add "Estate" to addressee drop down list
Currently only option is to select "Estates" which in most cases of our deceased estates is incorrect. Would like the option to select "Estate of...etc."