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Education Records in NXT
NXT has been widely adopted worldwide by Universities - I note there are a number of votes to increase the functionality of what is available in Lists / Filter and displaying. Basically there is not enough flexibility for us to do our jobs and we ...2
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Map the Religion and Ethnicity fields from database view to NXT
I work for a religious/higher ed organization. We use the religion field frequently and it would help our MG officers to view this info in RE NXT3
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Relationships should not need to be made a individual record to pull address.
We are being forced to build a database of people who will most likely never give to us because they were named as a person to send a gift acknowledgment to from a donor of a tribute gift. The donor knows them and wants them to know of the gift th...0
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Business Rule - When marked deceased automatically mark "do not contact" in consent field
Right now, when someone is marked "deceased" you must manually add "do not contact" in the solicit code. There should be a business rule that does this automatically.0
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Reconnect constituent fly-out links in Insight Designer
The Constituent links used to work in the fly-outs for Insight Designer. While the "Create List" is an option, this takes you to a different screen. The fly-out can be a quick way to look at one specific donor on the list.1
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Add relationship panel to relationship records (Non Constituent)
Idea: Add relationship panel to relationship records in web view. Why: To be able to see why a record exist with having to copy data and use it to search for the parent record. Thoughts: While doing some cleanup I came to a relationship record in ...2
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Enhance Education tile view
When a constituent has multiple fields in the Education tab for example - Sports = Rugby and Ice Hockey it shows individually in the education tab in RE7 but to view this information in NXT it shows the first "Sport" and then for multiple entries ...2 Reviewed: Voting Open
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Create a list of Active Membership in NXT
There is not currently a way to run a list of members from the membership module in NXT. I was told I should add a constituent code for all Members so I can run a list that way. Unbelievable!7
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Include all field within RE Database view to merge using the merging function in RE NXT
When using the merge function in RE NXT, the information on the donor's membership and prospect fields are not fields that can be merged within RE NXT. These have to be done separately in the Database view. It is counter productive to have to use ...12
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Add ability to view fund record and add attachments to it in NXT
We need to be able to access the full Fund record easily in NXT and have the ability to add attachments to the fund record itself. When we create fund records for endowments, scholarships, or others that require a gift agreement, we need to be abl...0