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Option to mark a Note Public or Private
Our fundraisers develop relationships with constituents that can include private conversations (think... overcoming substance abuse, served with divorce papers, or being tested for a disease) it is good for the fundraiser that was told this to be ...0
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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...1
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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...1
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Add filter to Custom Fields in NXT
Given the proposed use of Attributes to capture, record and track consent (and preferences) and also changes of consent … and the small screen space available for viewing Attributes, perhaps a filter would be useful?1
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Constituent ID should show up under name in search drop down
When searching by name in web view, it would be useful if their constituent ID shows up under the name on the drop down too. Sometimes there can be many people with the same name and that would be a quick way to identify if it's the correct person0
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NXT not showing all attributes in the constituent record while database does...
A constituent with more than one attribute on the education tab will not show all of them in NXT, but they will on the database view. I do nearly everything on NXT, but things like this make me log into the database view and it is annoying. I have...1
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Migrate Attachments when a Constituent is Merged
Presently, if two constituent records are merged in RE Classic, any NXT attachments on the deleted constituent record are lost.3 Will not implement
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Adding A Constituent from any Page or the Navigation Menu
Include the Add Constituent Button either at the top in the navigation bar, or as a drop down menu option. This will not only make the option to add a constituent easily accessible, but allow for the user's workflow to move forward, instead of sto...1
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Remove (not replace) profile photo
I have realised that we have added the photo of a man with the same name to the wrong profile. I cannot find a photo for this man but it appears I am not able to remove the photo, only replace it. The fact that they share the same name and studied...3
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It would be better if Duplicate Detection only showed those pairs for whom we have enough information to be sure that they are for the same individual.
Duplicate Detection Process - Online View 1/ Duplicate Detection within Online View is becoming more sophisticated, including Soundex checks and a check on Gender.However users who are hoping to use the report in order to Merge Duplicates, will ...0