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Need to be able to modify Auto-Soft Credit on Relationships in NXT
If you end a spouse or organization relationship in NXT, you are unable to edit the Auto-Soft Credit checkbox, you need to do that in DB View. That has created some problems and should be available for modifying on the NXT side.0
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We need to have access to RE7 user defined rules in NXT web view not just RE7
User defined rules are applied to constituents, actions or gifts based on RE7 queries. These rules then appear as alerts in RE7 when a user opens a constituent, gift or action. No equivalent rule however appears on the Constituent when they are op...0
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Include the Tribute information from the Source Record when merging in NXT
We have looked at the NXT duplicate management tool but found that it did not merge the Tribute information when we used it. We like the look of the NXT duplicate merge tool but we have many Tributes. Without the ability to include that data, the ...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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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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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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Constituent self-service form or portal to update gift info and demographics such as gender, spouse, consents, etc
Looking for a way to allow constituents to update their contact info, gift details, and communication preferences through either an online form or a self-service portal through RE:NXT. I have an "event" set up in RE:NXT that contains most of this ...2
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Make Addressee and Salutation fields mandatory.
We have set these two fields as mandatory in the database view and would like to be consistent how we address donors.0
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Add Option for Constituents Name to Stay at Top of Window in NXT
With the copious amount of information on any one constituent's record, it would be great to have the option to allow the constituent's name to stay at the top of the window as you scroll down. This is similar to how most websites keep their top h...0
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Add ability to globally delete a philanthropic interest on all records
It would be helpful if we had the ability to globally delete a specific philanthropic interest that is no longer being used from all constituent records instead of having to manually delete it individually from all records.0