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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...Planned
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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 ...Reviewed: Voting Open
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Data Health - merging option - Automatically Soft credit all gifts
It would be nice to add an option check-uncheck in the section "Select Data to Merge" to be able to Automatically soft crediting all gifts for the source constituent to the target constituent.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.Reviewed: Voting Open
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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At my organization, the database is so outdated due to staff changes and re-orgs, it hasn't been updated in years.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...Reviewed: Voting Open
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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?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.Reviewed: Voting Open
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Automatic Notification of New Constituents
We need the ability to have the system automatically email certain staff members each time a new constituent is created, such that those staff members will be prompted to review the new profile and ensure the necessary fields have been populated w...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!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...Reviewed: Voting Open