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Membership Category In Insight Designer
Membership is not an available category in Insigt Designer. Lets add the functionality to add the membership category as a filter in Insight Desiger as well as list.0
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Add Volunteer Awards to NXT Web View
There is no award information available in the web view at all.0
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notification when address finder is completed
It would be nice to know when the address finder in NXT is completed and reports are available. Since the function runs behind the scenes and is automatic, I forget to check the exception files until I question why an address was updated or marked...0
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Add a deceased alert at the top of the record
Would it be possible to add a deceased alert, like the duplicate alert, at the top of the record? This would allow DOs to tread lightly when attempting to contact and show that the constituent is on the Data Health Deceased Finder list and might h...2
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Create custom form that feeds directly into the database
We should be able to create a form that people can fill in with information that can automatically update the database. At the moment, RE can only create a 0 dollar event giving form (if you have merchant services) or I have to manually add each c...0
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NXT Membership build: Improvements from db version necessary!
Currently, using the Membership module on the db side, if you want to create a new category that will be considered the same level as a previous category, but want to retain the old category name, you cannot renew a Membership using the new name a...1
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Include solicitor type in the options for ending an assigned fundraiser relationship
When ending a solicitor assignment, we not only enter an end date, but we also change the solicitor type to "former" (former planned giving, former corporate/foundation relations, former major gifts, etc). We do this in order to simplify the proce...3 Reviewed: Voting Open
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Add seasonal address to location/map sort
Many of our constituents have seasonal address which is different from their preferred address.0
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Customise display fields for Outlook Add In
I would also like to display the donor's constituent ID in the Outlook preview without opening the record in NXT. I am sure others would like to see other Bio 1 and 2 fields so being able to customise the preview would be great. I love how easy th...2 Reviewed: Voting Open
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Add missing fields from volunteering job assignments
Position, Job Task, Volunteer Types, Supervisor; Job Category all currently missing from web view. Please add as these fields are being used for essential information about the job assignment, in particular the position and job task as this shows ...0