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Add ability to re-order Constituent Codes to identify Primary in a hierarchy.
The current process to designate an existing CC is messy. It would be great to create a hierarchy of Constituent Codes to better and more easily/consistently identify the Primary.0
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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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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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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
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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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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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Make the 'Source' a required field in the Patch 8 Consent Module System
Currently, only the channel, date and response are mandatory fields. So the source could be left blank. But under GDPR it should be a mandatory field to ensure that all consent lines include a source for how the consent was gathered. This would en...2
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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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add filtering on relationship to constituent lists
Be able to build a list of constituents based on their relationship e.g. list all constituents with a relationship of 'church leader'. At present for NXT only users we are having to create custom fields & duplicate the relationship so that the...1