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Automatically populate "preferred name" with first name if it is blank
The way the "receipt amount" automatically populates with the "gift amount," but can be changed if the receipt amount is different—it would be amazing if it worked this way for first name/nickname. It is extra work to complete both fields; however...0
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Provide a history log showing recent changes to a record and who made them
Currently we can only see when the record was last changed, and by whom - but it does not show what specific changes were made (or at least what section was changed - e.g., contact info, solicitation codes). It would be helpful for staff to see th...3
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Reconfigurations to Constituent Fields in DBV - should be the same in NXT
I made changes to field displays in DBV however those changes don't reflect in NXT. We need a way to change field displays in NXT. This feature would help when determining where to store unique data.0
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Giving History Tile - Add Appeal and/or Campaign Column, not just fund
Who said that the fund was the most important coding of a gift? For my org, fund tells the designation of their gift, but the appeal tells us why they gave, which is more important to our fundraisers. Was it a personal solicitation, direct mail, g...0
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Ability to designate that spouse gets soft credit in NXT
When I add a new constituent, it is such a pain to have to go to database view to make sure that spouses automatically are soft credited for spouse gifts. It would be so much easier if that was a field we could enter in NXT.0 Planned
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Customised fields in database view should ALL carry through to webview
RE7/database view allows users to customise fields and in Relationships/Education we amended 'Campus' to 'Current year' to reflect a current pupil's year group. Unfortunately in web view this translates as Campus 7 (?!). Please amend so that all c...0
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Constituent Address - DB version has custom field - not in NXT version and desperately need
When converting to RE we had a field customized in the address tab of all Constituent Records to identify the County of residence - this was created for the purpose exporting donations (using Crystal Reports as the medium) - we do not have this fi...0
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Add relationship attributes to RE NXT
We use these attributes in database view to add several kinds of contact types to an organization contact. This is used to add the correct contact on an organization communication - example a contact may get receipt or reminders (such as finance p...0
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We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category0
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Education tile in webview
Be able to update/add education information through web view or make any type of changes. Currently everything has to be done in database view.0