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Add traceability to Constituent Code fields
Could you add fields which record and track which user last added or changed Constituent Code fields and on what date? This would be really helpful in tracking supporter journeys.0
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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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Expend Relationship tile to a new window with additionnal columns
I would like to see the option below the Relationship tile, a link called Work with Relationships (similar to the gifts tile) to be redirect to a full screen view with the option of having numerous selected columns. Why? In a large company's profi...1
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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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Hidden Fields in the database view need to be hidden in NXT as well
No description provided1
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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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Drag and Drop Relationships
It would be helpful to be able to drag and drop relationship records in a constituent's NXT record. Currently you can only sort by a few limited criteria. Dragging and dropping in order to better customize in what order we see these relationships ...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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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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Establish hierarchy of constituent codes that affects all records
Since report builder is only useful with primary constituent code, allow me to establish which constituent code should be primary globally by allowing me to set the hierarchy of codes in the table, and having those update on constituent records ac...1