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Allow user to select which fields to appear on tiles in NXT
It would be helpful to see fields that we need to see immediately for a constituent. For example, it is helpful to see the class year in the relationship tile.3 Reviewed: Voting Open
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Allow for Manual Removal of Merged Duplicates in Duplicate Management
We sometimes use the web view merge constituents function to update or change information between spouses. It would be good to be able to manually remove a set of merged constituents from the Merged Duplicates tab of Duplicate Management in web vi...0
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Add Spouse column to lists in RENXT
It would be useful to be able to add a spouse column to your lists in RENXT in the event that you need to include them in a mailing etc.1 Reviewed: Voting Open
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Printing: Profiles, Notes, Actions
I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO an...10 Reviewed: Voting Open
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Auto-Assign Default Addressee and Salutation for New Constituents who give through NXT form.
For new individuals who gave through our online donation form through NXT, they were not given an addressee or salutation information. I think it would be nice to have that be set default so I don't have to individually go into every new record to...1
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SSN Field from Database view in Webview
We use the SSN field to track our constituents by employee ID. When I mark termed employees, it is quicker in webview but then I have to go to database view to add the EEID.1
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Make Constituent Code Field (not just Constituent Primary Code) available as an Insight Filter
We have many constituents with multiple constituencies, and instead of determining which constituent code is primary, we look at constituent groups separately - and not additively. So if an alumna becomes a trustee, we still want to look at her gi...11
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Change 'head of household' to 'primary household contact'
Head of household is offensive to many users. Change terminology to 'Primary household contact'.1
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Create and send donor surveys
It would be great if RE NXT had the capability to build surveys, send them to donors right out of NXT and record the responses automatically on the donors' records. While other survey platforms do exist, this would be more streamlined and keep eve...0
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Preview event registrants before creating new constituents
Allow users to preview new event registrants before NXT creates a new constituent. We are getting lots of "new constituents" who are already in our database but because there is a slight difference in spelling or address, NXT adds them as a new pe...0