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Search for Non-Constituent Relationship Information
When searching for a name in NXT, you are presented with the name and the address via the Omni-bar but no indication if the value being returned is a constituent or non-constituent relationship. If the record being opened happens to be a non-const...Reviewed: Voting Open
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Add an Apt/Ste/Unit/Spc field to the address field
Having the address autofill or provide suggestions when we are entering the info to the address field is helpful. However, we have seen that when our donors complete the donation forms online they often forget to add if they have an Apt/Ste/Unit/S...Reviewed: Voting Open
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Implement a primary assigned fundraiser
Enable us to designate a primary assigned fundraiser, like designating a primary employer. Then allow us to use the primary assignment in the following ways: Filter or display for constituent and related entities (at least spouse) in lists, quer... -
Show a list of constituents marked "not a duplicate" of each other
I was working in duplicate management and meant to select "compare records", but accidentally clicked "These records are not duplicates." I had not committed the name to memory since I was working through the list, and would love a tab almost iden...Reviewed: Voting Open
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Organization Name Change
An organization is changing their name, and I want to preserve the giving history. It would be nice if Organizations had a "former name" field the same as Individuals. This would result in me not having to create a new constituent for the new name...Reviewed: Voting Open
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Add capability to pull Lists on Attachment Tags
The ability to use Tags on Attachments is good for categorizing; however, we need the capability to pull Constituent Lists or Attachment Lists based on Tags - otherwise, why have Tags? For example: we use Tag = News Story on an Attachment. We'd li...Reviewed: Voting Open
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Export should include relatives' constituent codes
When an export includes relatives, we want to include those relatives' constituency codes.Reviewed: Voting Open
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Remove automatic soft credit to deceased constituent from surviving spouse
In DB view, there is a business rule available which removes the automatic soft credit from the surviving spouse when a constituent is marked as deceased. This is not available in web view, so constituents marked as deceased in web view still rece...Reviewed: Voting Open
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Organization Relationship from non-constituent to constituent
Ability to change an existing organization relationship (normally the primary business) from a non-constituent relationship to a constituent relationship. In db view, we have the binoculars in the Org Name field that allows us to link the business...Reviewed: Voting Open
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Assigned appeal tab needs to be editable in webview (as it is in database view)
We use the assigned appeal tab in database view for tracking. This same tab appears in webview (listed just as "appeals") but is not editable. Please make it possible for that tab to be editable in webview.Reviewed: Voting Open
