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List Edit View
The ability to turn on 'List Edit View' in NXT, where you can click into a field from a list (without any popups), make an edit, click out, and then the change is saved on the profile.Reviewed: Voting Open
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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...Reviewed: Voting Open
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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.Reviewed: Voting Open
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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...Reviewed: Voting Open
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Improving printing out constituent lists from NXT
The way the system works now is that when you export a list into an Excel doc iit is very basic and crowded. If we were able to print directly from NXT and the information could look exactly the way it is already displayed on the screen while in t...Reviewed: Voting Open
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Add deceased column in portfolio view tab
In the portfolio view tab there is a filter for including or excluding deceased prospects, but no column to see which prospects are deceased. It would be great to be able to see who they are so that they can be removed from a portfolio as appropri...Reviewed: Voting Open
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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.Reviewed: Voting Open
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Add Wiki as an online presence type
No description providedAlready exists
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Make Business Address Primary When You Create Relationship and Check "Primary" Box
When you create a new organizational relationship for an individual (i.e. new primary business), if you check the "Primary" ox for the address, it does NOT make the address primary. If this is their preferred address, you have to: Create the Addr...Reviewed: Voting Open
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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."