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Add tribute information to constituent records in Webview
Our development officers do not like to use the database view but do work with relationships of our tributes and it would be helpful for them to see the total given to a tribute without having our database specialist look it up.1
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Adding a time and date stamp to Notes as well as adding the name of the user entering the Note
it's available when entering in Raiser's Edge and it would make it extremely helpful if it were available in NXT1
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Ability in Settings to hide 'Inactive' Constituents in WebView Search
Having duplicates of certain constituents show up in the Web View search results can be confusing and frustrating for solicitors, especially when that constituent has already been merged. For all those database managers with limited bandwidth to f...0
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Separate attribute date and attribute description when exporting a constituent list from web view
When exporting a custom attribute from a constituent list in the web view, I would like to see the option to not include the date (or lack of one) in parenthesis after the attribute entry. Or the option to have a separate column for the date.1
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Individual display name in NXT from Addresse?
Our individual display names in NXT are including title and suffix. Ideally the display should be an option such as primary addressee or just name (no title/suffix).4
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Is Contact selectively appears in web view
When setting up relationships in database view a individual relationship to an organization can be marked as "Contact" - and no contact type assigned. When this is done from web view on the relationship (when you select edit relationship) - there ...0
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While looking at a relationship record in webview, we need to be able to see what full constituent record it's sitting on
I searched for a constituent in webview yesterday that turned out to only exist as a relationship record on a different full constituent record. There was no indication, link to click on, viewable piece of data that told me what full constituent r...1
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Expand "Relationships" in webview to match database view
Expand relationships in webview to match what's available database view. Currently there are only 2 in webview...individual and organizational. We need to add 4 more to match what we have in database view.2
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Merge Gift Aid declarations when using NXT
Currently if you merge two records in NXT it doesn't seem to take the Gift Aid declaration over to the target record. This could mean losing many claims. This should be an option in NXT0 Planned
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Ability to create survey and have data automatically update constituent info as well as collect new info
We are looking for a simple way to update our alumni contact info, as well as collect info (attributes) that would help for future event planning and marketing.1