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Membership Levels
Given how intuitive NXT is it would be great if NXT could automatically add a membership level to a constituent's record based upon criteria that could be configured (giving amounts, gifts to specific campaigns/funds/appeals, etc.). And have it cr...0
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MERGE FUND RELATIONSHIP IDEAS TOGETHER
Can suggested idea #5433, #6382 and #5054 please be merged to idea #356 - as they all seem redundant but much needed!!!0
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See comments on phone numbers/emails in NXT
I put notes in the comment field in RE7 next to phone numbers and emails. That field is not visible in NXT Web View.1
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It would be helpful if the phone numbers could be labeled like, "Suzie's cell" or Bob's work".
That way you know which donor you are calling if the record has more that 1 person.1
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Ability to define custom fields
I have attributes that are for administrative purposes and some that are informational about the constituent. It would be nice to be able to define attributes that you can show or supress in the work center. It could be a check box in config next ...7 Reviewed: Voting Open
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Add non-constituent relationships in RE NXT
Just like we can in database view, we would like to be able to add relationships to non-constituents (we often do not create new records for family relationships, or connected organizations). I understand this is because in NXT, all relationships ...4
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Encrypt Constituent Notes and Action Notes
With the recent Security Breach, it has become apparent that the constituent and action notes need to be encrypted. Notes are our fundraiser's way to recall past conversations with donors. It is possible a donor shares private information during t...1
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Make seasonal addresses available in web view) lists.
When running a constituent list in NXT web view, the only address available to view is the primary. We conduct several regional based reunions and it would be helpful to be able to choose the seasonsal address.0
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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Filter for Head of Household for Overview and Needs Attention
NXT's work center needs to be able to filter by Head of Household. Each married couple assigned a solicitor has a designated primary prospect (entered as Head of Household in raisers edge). Solicitors need to be able to filter on Head of Household...0