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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
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Sort Duplicate Management Results by Most Recently Updated
It would be very helpful to be able to sort the results of the duplicate management in NXT by date most recently updated in order to find records that have been modified most recently. This would help greatly in identifying any that may have happe...0
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Ability to make global changes to Aliases
There is currently no option to globally remove or amend unique aliases. The global change function will only allow you to change a specific alias, rather than multiple, or delete the alias type (not the alias itself). Assigning an import ID to ea...1
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Raiser’s Edge constituent fields “target”, “income”, and “ethnicity” should be visible in NXT webview
No description provided1
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Static Constituent Record Header
I would love to see a Header area of the Constituent Record that appears for all sections of a Record. So when you click on a Relationship, Gift, Proposal, Work With Gifts, etc. link, the Header remains, showing some basic information. This could ...4 Reviewed: Voting Open
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include in NXT the Constituent Profile Report feature in RE 7
The RE 7 report is great but as we migrate our new users to NXT this is a key feature that would be invaluable in NXT. and as good as the Tool is in RE 7 I have t believe it would really be slick in NXT - also in NXT if you could produce the Profi...3
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Be able to restrict access to adding RE NXT Summary notes on header of NXT records
There is an option to restrict ability to edit a note once it is on a record, but not any option to restrict who can add these notes in the header of a constituent record.0
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Preferred title option for donation forms
It would be helpful for new donors to be able to mark down their preferred title on NXT's donation forms and could be updated on their record. This would avoid any oversights, as currently the option is to update the constituent's record manually.1
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Add more info to the Events section
It would be helpful to see more information in the events section. For example, if you want to see someones guests for an event or when they registered. You should be able to click on the event and see more info.2 Reviewed: Voting Open
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Reciprocal Relationship and Notes
It would be very helpful for Development Officers to be able to view reciprocal relationship data, as well as relationship notes.4 Reviewed: Voting Open