-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
Add seasonal address to location/map sort
Many of our constituents have seasonal address which is different from their preferred address.0
-
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
-
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