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Global Changes and Importing to make updates to a mass number of records
We regularly use global changes and importing in database view to do mass updates. It is frustrating that we do not have this function in web view to update gifts (e.g. change receipt series/stack) or constituent records (e.g. import updates to so...0
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Reason for constituent being made inactive
Would be useful to have a drop down menu of reasons to make it clear why a constituent was made inactive. This dropdown would be compulsory and editable by administrator2
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If the solicitor/fundraiser assingement is closed remove from under constituent name
Currently directly below a constituent's name is the list of their assigned fundraisers. Once the relationships are closed it'd be helpful to remove those non-current (past) assignments.0
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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Allow custom fields for existing addresses in RE NXT
Attributes appear on address records in database view - but this information does not show on RENXT. Viewing of constituent records is done primarily in RENXT therefore we should be able to see all attributes/custom fields.3
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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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Automatic update of 'Primary' address based on "Valid From" and "Valid To" dates
A constituent of ours gave us a new address and an effective date in the future for a house they planned to move into. I added the address to his record with a "Valid From" date, and added a "Valid To" date to his old address. On the effective dat...0
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NXT only shows 4 pages for actions
NXT is limited to show only 4 pages of actions and notes, which may be confusing for some fundraisers. There is also not an indication that there is only 4 pages as when you are on the 4th page the arrow to go to the next page is still there.8
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Rename "Former name" in NXT
Currently if someone adds a name to "Former Name" in NXT, it updates the "Maiden name" field in RE. I would like to either see the previous former name data be automatically copied to a table like the alias table to retain that value and allow us ...1
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Omit inactive records from Possible Duplicates list
When reviewing records as possible duplicates, if one has already been marked inactive, there is no reason for it to show as a possible duplicate for the active record bearing the same information. When looking at the possible duplicates list, the...5 Reviewed: Need Further Info