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Ability to copy address to alternate before changing a constituent's address
When changing a constituent's address, best practice is to copy the previous address to an alternate before applying the change. This preserves the old address information. The current NXT process simply over-writes the current address. Would like...17 Reviewed: Voting Open
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Button in RE:7 to open that record in RE:NXT.
I would love to see a button like the one in RE:7 (and NXT) on the Prospect Tab that opens that constituent record in Research Point. It would be fantastic to have the same button in RE:NXT to open that specific record in RE:7, too. I'm thinking a...2 Reviewed: Voting Open
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.7 Reviewed: Voting Open
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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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Customize what is included in Lifetime Giving
sometimes, there are fees (event participation fess) included in lifetime giving. this is really not 'giving' per se20 Reviewed: Voting Open
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Allow for removal of duplicate constituent codes (&c.) while leaving one of them
For a required field like this one, we need the option of removing only duplicates while leaving one unique code. We have had many people doing imports through the years, and it would be wonderful to globally clean up these codes & remove all ...0
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Alphabetize Giving Statements by last name not first name please
since a statement is produced for each spouse, there are often 2 statements produced. I am using these statements as our tax recepts letter so when 1000 statement are produced and the statements for family members need to be matched up, it is time...0 Reviewed: Voting Open
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Add Instagram to online presence options
Add Instagram to online presence options0
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Ability to add additional name formats in the "Add Individual" form
Currently the "Add Individual" form doesn't allow users to add additional name formats; they can only add primary name formats. Many organizations' data entry policies require all individuals within their database to have additional name formats b...1 Reviewed: Voting Open
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Addresses updated and "is not a valid address" flag
When an address is updated via NCOA address finder, the "is not a valid address" flag does not come off. without any audit trail, it's hard to see if the flag applies to the current info on record of if it was there before the address was added. I...0