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Duplicate Detection not catching 5 vs 9 number Zip Codes
Why can't duplicate matching match the address whether it's a 5 or 9 number Zip Code? Causes duplicate accounts and duplicate addressesReviewed: Voting Open
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Automate prospect profile generation
For those of us in prospect development, it would be fantastic for NXT to have functionality to generate a prospect profile in Word or PDF format so that we can replace what a lot of us have to do - creating templates in Word. Many of us in the pr...Planned
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Automatically save a PDF copy of tax receipts when bulk issuing
No description providedReviewed: Voting Open
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Return search capability to appeal module in a constituent record
There used to be a search bar in the appeal box in a constituent record. This was useful as we have some appeals that are sent out annually, based on certain criteria, and we need to be able to quickly see which of these a constituent received. We...Reviewed: Voting Open
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Add county to constituent profile
We have locations in multiple counties throughout Ohio and need to be able to query on that field. So please add county to the constituent profile in RE NXT.Planned
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.Reviewed: Voting Open
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Address, Email, Phone Attributes to consider migrating in NXT View
Please consider migrating additional attributes, such as the data last changed and comments fields to the NXT web view soon. We depend on these fields to note changes that occur to the record over time, and they're very helpful for research purposes.Reviewed: Voting Open
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Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functionsReviewed: Voting Open
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When using Raisers Edge NXT Integration with Outlook/Gmail, allow attachments to save into the actions
Currently when you set up this integration, you can send an email to someone's action in Gmail/Outlook but it doesn't send the attachment. If you then go to that person's record to add the attachment to the action that was created, it won't allow ...Reviewed: Voting Open
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Apply our business rules to Primary Alum information
We want our school to be the only Primary Alum school. If any user tries to click "primary" and the school isn't our school, it would be beautiful if an error could remind them that this is against our business rules.Reviewed: Voting Open