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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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Add ability to "work with relationships" like "work with gifts" in NXT
It would be great if we could click the relationships tile & create a list of all relationships to a constituent, like the "work with gifts" function. AND, adding relationship to the list filters would be really helpful.2
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Create a setting in RE NXT or database to automatically soft credit gifts when a spouse is added
Currently for each spousal relationship this has to be done manually. Create a setting where spouses can be automatically soft credited for their spouses gifts when added. Or make it an option when adding the spouse on the main page.0
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Collect Tribute Gift info in web forms without creating a new constituent record for the tribute.
It would be ideal to keep track of tribute gift info as part of a donor's gift without the tribute name necessarily becoming a constituent. It would be nice if we had the option to click and add a tribute acknowledgement as a constituent, but the ...2
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Add ability to add or edit an appeal in the web view
Would be particularly useful when calling at calendar and fiscal year end. I don’t want our gift entry person to have to track multiple locations to see what generated a gift. I also want the callers list to go down as they reach out. We have work...0
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Hidden Fields in the database view need to be hidden in NXT as well
No description provided1
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Add ability to globally delete a philanthropic interest on all records
It would be helpful if we had the ability to globally delete a specific philanthropic interest that is no longer being used from all constituent records instead of having to manually delete it individually from all records.0
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Export address from NXT as individual fields rather than a block
When you export an address from NXT it currently exports as a block, this is different to database view which allows you to export each line of the address as a separate column. The mailing houses we work with are unable to use address blocks so w...0
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Allow the addition of industry when creating an organisational record in nxt
This is available when creating an organisation in database view but not web view. We occasionally do events and segmented communications targeted at constituents in a particular industry (Law/Education/Finance) and it would be great if we could a...4
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Show ALL possible duplicates in the duplicates management tool
The amount of possible duplicates should be for the entire database - not just a small portion of them. It should be a live, actual value. We get suprised by our daily count of possible duplicates when no major update of records has been done on t...0