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Add an Archive Option for cleaning up the database
At my organization, the database is so outdated due to staff changes and re-orgs, it hasn't been updated in years. Rather than make a global delete, it would be awesome to "archive" old entries/inactive donors/lapsed donors and be able to start wi...0
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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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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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Expand results list when searching for constituent record to link from within relationship screen (e.g. searching/adding common name, like from parent to child)
Some databases have a lot similar names and the default to show only 10 does not list enough options. If there is an 11th name that is similar you are looking for, you would not see on the list0
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Add the ability to load default values on constituent records in NXT.
In database view you are able to create sets of default values to load into constituent records, i.e. addressees/salutations. This feature should be added in NXT for ease of adding data into constituent record fields.2
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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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Create a Guide for How to make Tables
RE NXT Web View has no guide or instructions for how to create a table. You cannot do it in databse anymore. There are no instructions online anywhere. Only support can offer guidance. Please create a guide on how to create a table that is not a g...0
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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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Gift Display on Constituent Record - Display Fund ID # and Fund Description
Gift Display on Constituent Record - Display Fund ID # AND Fund Description. I.E. Jane Doe / $5/ 6/1/24 /00100/ Sam Heck Scholarship Fund Often team members on the operations side (Gift processing and Database Admin) know fund code ID #'s while th...0