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Add Ability to Make Preferred Name Field a Required Field
In DBV, we have the Nickname Field (renamed "Preferred") as a required field, and would like to see the option to require this field in web view as well, under the "Fields and Tables" section.0
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NXT duplicate merge screen should show constituent IDs at the top of the record
Having the constituent ID at the top of the record would help users decide which record to use as the target vs the source. Our business rules call for using the older record as the target. In general, the lower the ID number, the older the record...0
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Outlook integration enhancement
A nice feature to enhance the outlook integration when it appears in NXT is to allow you to add some notes, comments, context to the interaction at the same time as adding that information to the database.3 Already exists
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Copy contact information from web view
I can copy a donor's mailing address but not email address or phone number0
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Ability to Filter on Relationship Type (Individual vs Org) and Sort by Relation
We have some (usually VIP) constituents with quite a few relationships (some over 20). We need to be able to view a list of just the organizations or just the individuals and then sort by relation so get what we need. Especially when they own mult...1
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Inactivate Old Vendors in Bulk
May we add a way to inactivate old vendors without going one by one into each vendor record? We pay a lot of our grant recipients for about a year and then never pay them again.0
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Add Fund Relationship Types to NXT
There are several donors who have been instrumental in creating a fund for their giving. Seeing this without needing to open database view is crucial.0
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Need to be able to run query, list, or report using Years Giving as a criteria
We send out letters and certificates for constituents when they hit the 10 year, 15, year, 20 year, etc. anniversaries. It does not matter to us if it is consecutive. I see you can add consecutive years giving as a criteria but not total years giv...0
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Add date field for Prospect Status in database view
Currently there is a date field in NXT for prospect status but not in database view. We would like to base reporting off of this field but cannot do it in database view, thus making it much difficult to use in place of our current process. Ideally...1
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Do not disable ability to add table via Attributes under Configuration until also in Webview
In database view, if you create a new table, it defaults to type = donor category. This brings with it the problem of requiring each table entry to have a unique minimum amount. I want to create a table to use to label gifts which does not involve...0