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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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Need to be able to see multiple attributes that are on our education records.
We make attributes on the education records for Honors, scholarships, etc. Many constituents have multiple of each and our users need to be able to see them in RE NXT.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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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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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
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NXT needs to display the comments from the phone and email tab in database view
We update the comments with the constituent's Email status from Luminate. We do this monthly and update 90K constituent records with their Email status (Bad, Good). It is helpful information for all of our users especially our Development and Rese...1
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Recover Constituent Information
I had two constituents with the same name that were merged. It would be helpful to recover the original constituents information.0
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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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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