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Enhance Zip Code Radius to select Seasonal Addresses
We have a large population of Alumni that travel South in the winter and then back home in the spring. It would be beneficial to be able select seasonal addresses based on where they will be during an event when using the Zip Code radius tool.2
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Edit or Add Primary Business information
People change jobs . . . often times when they move. So if we are able to edit and add addresses and email, we should be able to edit and add primary business information as well. Otherwise you can do one task in NXT and then have to open up their...1 Planned
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Membership Program and Category
Using the Membership tab is a combination of the Program and Category fields, however in NXT, only the Category shows on the top of a constituent's record. This is an incomplete picture. Instead of just showing "Category", it should show "Program ...4 Already exists
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Please add 'Target' f field in RE NXT
The target field in RE database view holds important ask information for us and we like to see that reflected in RE NXT. Can you please add the field? Thanks.1
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Please make class year formatting configurable as either YY or YYYY values in RE NXT the same way it is in database view.
Users should be able to choose how class years appear. Bill Connors '84 is clearly a class year designation where Bill Connors 1984 sometimes get confused as an id or other field. It would be useful and consistent with our branding and how we have...2
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Increase matching fields in Duplicate Management Tool
Currently, the Duplicate Management Tool seems to match constituent records based on any similar first or last name. For this tool to be effective, it really needs to be able to increase and prioritise the matching criteria as it's impossible to c...0
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Eliminate 50 character limit for Position field on Org. Relationships
We are experiencing significant frustrations with regard to the 50 character limit in the Position field on an Organization Relationship record in our RE database. Many of our constituents, especially retirees, have titles that exceed 50 character...4
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Tag Child's Class Of At The End Of Parent Salutation
Hi, Configurations -> Addressee/Salutations have a set of salutations we can use. Our organization use a code called P to identify parents with students in our school in their addressee. I am trying to automate this further. In the example high...0
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Membership history details
Currently in the membership tab it will show when a constituent joined and their expiration date, but there's so much more information about the membership that is needed. For example, I've got a constituent who joined a membership at a particular...1 Already exists
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Make search for a Fund as easy as search for a Constituent in web view
We have hundreds of Donor Designated (Endowed) funds. It is so easy in Database View to go to Records/Funds and search by fund name but there is no equivalent in web view. You have to back into a fund with many clicks, from a donor who made a gift...0