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When entering a new gift in NXT, the search field doesn't locate the constituent record of a partner, only the primary constituent. Will you please improve this search feature so that it finds the spouse's names too, not only the primary constituent's names?
This is useful when adding a gift for a constituent who's spouse is the primary member and they provide their name only, not their spouse's name.0
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View more information regarding Volunteers
It would be helpful to be able to view more information about Volunteers rather than just the Current and Oldest jobs that the volunteer worked/was assigned to. While being able to see Oldest and Current are useful, there are a lot of "in-between"...0
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Automate Prospect Stages with Workflow
It would be great to have Workflow work to automate prospect stages. For instance, when a fundraiser records an Action of a certain type and/or updates an opportunity, the prospect status could be updated as part of the workflow.3 Reviewed: Voting Open
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Search Constituents by UK postcode
The main way our organisation searches Constituents is by postcode, to ensure you get the correct record. I would have thought this would be a requirement for all UK users. The Database view is much more user friendly for reducing the records sear...12 Reviewed: Voting Open
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Add Name Formats (Addressees/Salutations) to Organization Records
When acknowledging gifts from orgs in letters or publications, I would love to track main contact names in this tab in order to easily pull this data, rather than mucking around through what is often a long list of relationships/contacts. To be ab...0
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Add more options from bio 2 to constituent record in RENXT
We use other options from RE in our rent from the bio 2 tab such as ethnicity, and it would be beneficial to have that information in a quick look up on the webview page1 Planned
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Promoted non-constituent relationships' Added Date and User should be date they became a constituent
In the db and web views when a non-constituent relationship is promoted to a constituent, the Constituent Properties for Date Added and Added By remain the same as the original non-constituent relationship. This isn't accurate or helpful. These ar...0
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Ability to bulk upload profile pictures in NXT
It would be great if we can do this in bulk. As stated in a previous post, Development Teams love having a profile picture included in reports.0
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Add Education custom fields in Constituent lists
We store additional information about our alumni in the Education attributes but we can't pull that information out in NXT lists. Important to be able to see specific affiliations during their degree etc before meeting with alumni.1 Reviewed: Voting Open
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Show relationships on non constituent records
No description provided4