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Provide html formating options for notes in RE NXT
In the database view, we can edit text size, apply bold, italic, and underline formatting, and add bullet points to text in notes. Can this functionality also be available in the web view?1 Reviewed: Voting Open
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Edit or Add Primary Business information
People change jobs . . . often times when they move. So if we are able to edit and add addresses and email, we should be able to edit and add primary business information as well. Otherwise you can do one task in NXT and then have to open up their...3 Planned
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Add an Archive Option for cleaning up the database
At my organization, the database is so outdated due to staff changes and re-orgs, it hasn't been updated in years. Rather than make a global delete, it would be awesome to "archive" old entries/inactive donors/lapsed donors and be able to start wi...0 Reviewed: Voting Open
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Enable keyboard shortcuts in web view/NXT (as in RE7)
In database view we use F5 a lot to time/date stamp notepads. This is not only to record the time and date but so we know which RE user added text to the notepad. Without this same functionality in web view the notepad here is much less useful to ...0 Reviewed: Voting Open
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Add ability to "work with relationships" like "work with gifts" in NXT
It would be great if we could click the relationships tile & create a list of all relationships to a constituent, like the "work with gifts" function. AND, adding relationship to the list filters would be really helpful.2 Reviewed: Voting Open
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Need county field in NXT to be look up
Stop the need to enter manually and having to amend mistakes regularly on database. We utilize the county field for reporting so make data extraction more accurate.2 Reviewed: Voting Open
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Freeze Name Pane on Constituent Home Page
Is it possible to freeze the name area/pane at the top of a constituent record in NXT? I am on this page a lot and have to scroll to the bottom or other areas and I get interrupted a lot in my work and then when I come back constantly having to sc...3 Reviewed: Voting Open
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Add Religion, Ethnicity, and Birthplace to Constituent Summary
We are a Seminary and use these fields regularly, they are on the Bio2 Tab in database view. We've only had NXT for a few weeks and my gift officers are already complaining they NEED this information!1 Reviewed: Voting Open
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Filter and Export Possible Duplicate
It would be helpful to be able to export and filter multiple duplicates. If we could export including constituent id, we could build a list of those who have prospect manager assignments and prioritize those. Also, if we could filter the possible ...4 Reviewed: Voting Open
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Deceased Finder in RE NXT - Export - Needs to INCLUDE Constituent ID
Currently the Export only includes the System Record ID which CANNOT be used to implement a Global Change (i.e. for Marking a Constituent Record Deceased). However those of us in the Field can use the Constituent ID to implement a Global Change of...1 Reviewed: Voting Open