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Easily export Organisational Contact person's email address - NOT the Organisation's email address
We regularly have a mix of individuals and Organisation contacts being invited to our events. I wish that there was an easy way to ensure that I could export the Organisation contact person's individual email address - not the main Org email addre...Reviewed: Voting Open
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Delete Duplicate Constituents
Delete Duplicate ConstituentsReviewed: Voting Open
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Configure Financial Information Summary
There needs to be a way to configure what is displayed in the financial information summary, just like we can do in the database view. I just discovered this now and it makes some of the prospect management useless. You can't configure what is dis...Reviewed: Voting Open
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Replace action alerts with Notifications to changes from a group or team member
Make it possible to setup someone getting pinged when a constituent record is updated by another user. Can mangers or superusers get a notifications when changes are made or new constituents added.Reviewed: Voting Open
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Linking Photos Currently Uploaded to a Constituent Record in ResearchPoint with Their Record in NXT
I've uploaded a ton of photos to constituents' records in ResearchPoint over the years. Many of these RP records are linked to RaisersEdge. Now that NXT offers the capability to include a photo of a constituent on the NXT record, will there be an ...Reviewed: Voting Open
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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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Can we please add a way to transfer memberships from one spouse to another without starting a new membership.
There currently is no way for us to transfer a membership from one spouse to another in RE or NXT and it complicated our records for a number of reasons.Reviewed: Voting Open
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Add relationships to the fields you can filter on, as well as, Date From/Date To
We track members of our boards in affiliate groups (org record). We risk the chance of not seeing all "current" members if the list is static.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