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Option to have none of the phone numbers/emails/online presense be "primary" in NXT
In Database view, it is not required to have one of the phones, emails, or links be listed as primary but for some reason its a requirement as soon as you edit these in NXT/webview. This should not be a requirement. Sometimes we don't know which p... -
Constituent record view: Offer two options
After the tabbed constituent record view is released, please give each user the option to switch between the new tabbed view and the current tile-based view as a permanent feature. Two things are true: Super users and those who do a lot of data ... -
Ability to globally delete assigned fundraisers by Fundraiser Type
We really need the option to globally delete assigned fundraisers by "Fundraiser Type", or at least the ability to globally update the "Solicitor Link" value of existing fundraiser assignments via Import so we can move those assignments to a dummy... -
Make all fields available when adding a new constituent record
When you create a new constituent record in database view, all the fields in the record are immediately available to populate. In NXT, it's just a limited few that are initially available - you have to create the record first and THEN you have acc...Reviewed: Voting Open
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Add ability to remove 'has no valid address' flag in web view
Should not have to revert to db view Bio 1 to remove the flag of 'no valid address.' In an attempt to use Omatic am bringing in new addresses for some records that had no mailing address. Have to go to db view to remove the flag at the top of the ...Reviewed: Voting Open
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Ability to edit custom field category in webview
We need to edit the category in a custom field and have to go to the database to do this - why is there not an ability to edit this in webview? Instead, if I want to do it there I have to create a new custom field and then delete the old one inste... -
Add option to include inactive funds in Recognition
We need access to all of our funds for Recognition Program set up, not just the active ones. I would like to see an "Include Inactive Funds" checkbox to have access to all the funds donors may have given to over the years. I don't want to have to ...Reviewed: Voting Open
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Web View - Gifts associated with Tribute - Missing Giving Totals!!
So you released (9/16) a count of tribute gifts and a link to see gifts - but we can't see without opening each gift individually who made the gift/additional data & you haven't included the ability to see/total Giving to the tribute, why does... -
Add option to hide an Alias from specific users
Field-Level Restriction: Please add option to hide an Alias from specific users while still allowing them to view the rest of the constituent record. The specific use case is for deadnames and similar- when you want to keep a record of the deadnam... -
Provide more fields in the relationship grid
I want the relationship grid to provide more information on the relationship with out having to open the relationship. I need to see if they are a constituent, if they are checked on as spouse, if they are primary business.
