-
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
-
Add a Comment Field in Phone and Email contact info
We use the comment section in RE to type in an assistant's name but it doesn't translate into NXT. There is no comment section. If it's in RE it should be in NXT as well.2
-
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
-
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
-
Filter on Relationship Education Class Year in NXT
We needed to create an email list of all alumni parents from a certain class year, and could not find a way to filter on child class year.1
-
Enable keyboard shortcuts in web view/NXT (as in RE7)
In database view we use F5 a lot to time/date stamp notepads. This is not only to record the time and date but so we know which RE user added text to the notepad. Without this same functionality in web view the notepad here is much less useful to ...0
-
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
-
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
-
Freeze Name Pane on Constituent Home Page
Is it possible to freeze the name area/pane at the top of a constituent record in NXT? I am on this page a lot and have to scroll to the bottom or other areas and I get interrupted a lot in my work and then when I come back constantly having to sc...2
-
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