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Enable export of Start & End dates of Solicit Codes
We can see this information in NXT, not RE. When we export our data to analysis for appeals we can't identify which Solicit Codes are active & the hierarchy so we are losing opportunity to market to our supporters by making assumptions.0
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edit memberships in NXT
I was surprised to discover that I can only view membership data in NXT and cannot edit them. Will that be possible soon?2
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Allow field display names to be edited in WebView
We have repurposed some fields in RE, such as "Religion" and "Ethnicity" and in DBView, have edited the display names for those fields to reflect the information we store there (for instance, "Primary Language"). In WebView, these field names cann...1
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Allow address sharing updates in webview
In webview, if you update a business address, for example, the new address doesn't update on the employees' records. Similarly, if you change the address for an HOH spouse, the constituent spouse is not updated. Considering that it is faster and m...0
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Primary Contact for Organizations
It would be helpful to have the Primary Contact for an Organization listed right under the Organization name when you are in the webview. Navigating to Relationships is too cumbersome. It would be ideal if users had the ability to drop certain fie...1 Reviewed: Voting Open
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Delete Source Records when Merging Duplicates
Similar to Classic, it would be nice to be able to delete the source record once all the information is merged to the target record so we don't have to manually delete afterwards.9
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Address Info Source field needs to be added
The info source field is missing when adding/editing addresses. This field is useful for letting us know where the address information came from. In turn, tracking this can give us insight about both the reliability of the address information and ...20 Reviewed: Need Further Info
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Need county as field in NXT
Just as we would use on the database view, we'd like this to be available on NXT too.4
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Auto populate data based on Active Directory and/or email
When creating a constituent record, it would be a great option to have information auto populate from the Active Directory record or from the addresses within the user's email. This would save a lot of time with data entry and would create more ac...0
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Add tags from within NXT vs. Database
It would be nice to be able to add tags to constituents records via NXT vs. database.0