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RE NXT Outlook Plugin - Orgs
Would it be possible to add organizational relationships to the RE NXT Outlook plugin for constituents. Sometimes they will be communicating with us on behalf of their organization. We would like to be able to click their org in the plugin and add...
Created 13 Apr 14:20 by Guest
Constituents
0
7
Vote
Update Spouse Record
It would be great if there was an Update Spouse Record for bio updates, Fundraiser Assignments, Notes, etc.
Created 12 Oct 15:33 by Kim Trafton
Constituents
0
16
Vote
Outlook App should attempt to create matches with non-constituent records - i.e. individual relationships
I recently added the outlook integration app for NXT. Many of my accounts are organization accounts with multiple individual relationships attached to them. The RE:NXT app in Outlook currently only looks at constituent emails to find a match. If I...
Created 02 Oct 18:25 by Guest
Relationships
1
14
Vote
View SSN in Constituent Summary
Several clients track employee ID as SSN and it would be great to be able to view/add/edit this information from NXT. Having in Constituent Summary would be ideal!
Created 02 Aug 18:19 by Matt Haynes
Constituents
2
12
Vote
Keyboard shortcuts in web view constituent records
I would love to see keyboard shortcuts in RE NXT constituent records. I often open a record in database view and just hit a shortcut to go right to a particular section (eg. alt+g to jump right to Gifts). It would save a lot of time if this was av...
Created 04 Jun 20:33 by Brian Riggio
Constituents
1
4
Vote
Addresses panel needs to show address attributes
RENXT needs to show address attributes when viewing address details. To streamline which address is used for certain types of mailings and effectively use the database view Mail feature, we use address attributes to filter mailings. Even if those ...
Created 27 Jan 18:35 by Kevyn Barnes
Constituents
0
5
Vote
Allow Fuzzy Date in constituent attributes / custom fields
This would be enormously helpful for us. We use attributes for so many things - e.g., the year a politician was elected; the year a teacher began at a school. The date field is more or less wasted in a case like this when we do not have an exact d...
Created 12 Aug 03:32 by Katy Roberts
Constituents
1
14
Vote
In NXT Database View or Webview, ability to report on records with more than one membership with the same program
Part of the cleanup process that is cumbersome is that we cannot isolate records with 2 or more memberships with the same program. It would be great if we could also limit the number of times you can have that program as a membership. (eg there sh...
Created 22 Jun 15:41 by Delia Escobar
Constituents
1
8
Vote
Bulk Merge Duplicates in NXT
It would be super helpful to be able to bulk merge duplicates in NXT. Just click a button that says what you are merging in the records and then it does it for all of them. It would also be great to mass tag them as something to easily identify a ...
Created 22 Mar 22:15 by Guest
Constituents
1
Reviewed: Voting Open
21
Vote
Highlight note description vs. notes
My fundraisers have pointed out to me that in constituent view, the action description and notes are smushed together. They like to be able to differentiate between the description (used for very high-level summary of notes) and the actual notes w...
Created 25 Mar 17:12 by Guest
Constituents
1
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