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Make it easier to populate the Consent Statement field when entering Consent (opt-in/opt-out) records
It's going to be very time consuming to copy and paste our consent statement into the consent box when adding on a new opt in / out. The consent statement wording will always remain the same so this should be easier to enter or default. Without an...2 Planned
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Filter and Export Possible Duplicate
It would be helpful to be able to export and filter multiple duplicates. If we could export including constituent id, we could build a list of those who have prospect manager assignments and prioritize those. Also, if we could filter the possible ...4
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Customisation of Possible Duplicate criteria, or bulk update options using export/import
It would be extremely useful to be able to customise the criteria used to identify possible duplicates. The current hard coded matching criteria is far too broad for our use. With such breadth of criteria, the number of possible duplicates returne...5
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We need to see the professions and industry fields for peoples employment relationships asap!
No description provided1
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Show Spouse Nickname
Currently, the bio 1 nickname is shown, but not the spouse nickname. Would be VERY helpful to show Spouse: Susan "Sue" Williams there, versus my ED who wants me to go in and just delete spouse first names and replace with nicknames. ACK!!!0 Reviewed: Voting Open
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Include Business name if preferred address is business address
This has been mentioned in other places but it's really frustrating not to be able to see the business name with the address in the address fields. Many of our donors have a business address as the preferred address and while I keep telling my tea...7 Reviewed: Voting Open
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Having the address accelerator on NXT web version
When inputting into the web version users are typing incorrect addresses and not matched properly with post town in uppercase or the DPS populated. We pay for the service but half the staff are using web view NXT0
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No Valid Address indicator in Adress Area
It would be useful to have a "No Valid Address" indicator in the address area.0
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Import feature to connect with Fund Relationship and Constituent Fund Relationship
Hello, currently we have to manually connect the Fund ID under Relationship Tab to a Constituent record under relationship. Is there an import feature can create the relationship automatically instead of entering it one by one. It is very time con...2
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Implement a single, identical "Household ID" which is shared by all members of a household.
This doesn't currently exist. There is a "relationship import ID", but it is reciprocal between spouses/other relationships and thus cannot be used in the same way an identical Household ID could be.1