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Transfer ALL information (action, notes, attributes, and media) from deceased record to spouse new record
When you mark a constituent record deceased and they have a surviving spouse, right now the system builds a record new record and brings over gift information. It would be great to have ALL information transferred over such as any Actions, Notes, ...0
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Automatically soft-credit spouse/Soft-credit relationships - NXT
I noticed that my RE rule to automatically check the "soft credit this spouse" does not work in NXT and also that there is no option to enable that in NXT for spouse's, individuals and organizations. Will this be added soon?4
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Be able to change the size of the tiles in NXT view
It would be great to be able to change the size of the NXT tiles - I have more than half of them closed as they have no relevance to my role, however being able to make say, the Action or Giving History tiles much bigger would be great. being able...0
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"View" security permissions should determine the ability to view a tile
Our organization does not want the Prospect Management tile to be viewable by our development team (at all) but there is no way to hide individual panels, just the ability to minimize them (and this can be changed by each user. Additionally, we ar...5 Reviewed: Voting Open
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Ability to customise which fields are displayed on the Constituent Education tile
We would like to be able to decide which fields display on the constituent Education tile by default without having to expand. Currently our users each have to click the cog to select relevant fields. Even if they have already enabled the relevant...0
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Enable required field support for Addresses in web view
Enable the ability to set required fields on Add / Edit Address forms
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Reviewed: Voting Open
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Feature Prospect Classification Field in Constituent Record
I was very surprised to see that Prospect Classification isn't featured at the top of the constituent record along with Prospect Status. This would be very helpful to Development Officers in our organization, as we use those two fields in tandem. ...5 Reviewed: Voting Open
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Ability to see multiple custom attributes for education in web view
Our organisation use one education relationship and record numerous degrees as custom attributes within the one education relationship. Unfortunately with this data structure, web view only displays one of the custom attributes and says "and 2 mor...2
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Automatically create record of donation form confirmation emails in constituent's record
I feel like there should be a way to see the email a donor receives after they've made a donation through RENXT forms. Of course I can see the draft with the merge fields, but I'd like for the actual email they receive to be visible to DBAs in som...1
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Display more fields in Constituent Events tile
We would like to be able to customise the Constituent Events tile to display fields such as Event ID, Event Type, Participation, Invited, Response, and Registration similar to what can be achieved in database view. Displaying this information in t...