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Education tile in webview
Be able to update/add education information through web view or make any type of changes. Currently everything has to be done in database view.0
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Provide a consolidated view of all Attachments related to a Constituent
Right now, attachments in NXT can be added in the main Constituent page as well as within a specific action. I believe that all attachments added in an action should also be viewable within the main attachments tab with a tag that these attachment...23 Reviewed: Voting Open
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Ability to export Prospect Status History
In order to better track our prospects through the pipeline, it would be helpful to able to export the prospect status history, or at least the ability to include the number of days in current status as a column in prospect lists.0
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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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We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category0
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AI capabilities for business information
When a website address is added in a business profile, auto populate data from their website into their organization record. This will reduce the amount of data entry and the amount of time needed to research the business.0
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Online Event Registration Fees should not be recorded as gifts.
When analyzing data and report building our donor information is incorrect due to some individuals not giving gifts, but just attending events.3
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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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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