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Duplicate Management NEEDS to merge volunteer data
NXT doesn't display volunteer data, which is a huge problem, but merging records in duplicate management ALSO does not include volunteer data. And this is never disclosed on that webpage. At a minimum, please warn users that volunteer data will NO...0
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Allow Comments to be added when adding Solicit Codes to a Constituent record
It would be very helpful to have the comments field available for use when adding a Solicit Code on a Constituent record. This would allow us to capture the "Why" of the opt out at the solicit code level directly instead of having to add an action...0
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Add the SIN# from database view to web view and make it a searchable field
My organization uses both the constituent ID and the SIN field to identify, search and run query lists of our students. We've renamed this field as SID (student ID) and need to have this mapped over from database view (Bio 1 tab) to webview. Can y...1
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Need to be able to export Excel of constituent attributes with the description and date being in SEPARATE cells.
Right now when you export a constituent list with a particular attribute, the attribute description AND the date are present in the same cell. This causes major problems when you are trying to sort the excel and report on the data.0
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Add Constituent option to the search box. When you search for a record and that organization or person is not listed, it would be great to easily add a record from that area. As opposed to having to go to the NXT home page and then clicking on, add Constituent
No description provided0
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Notes in RE NXT Web View: In "Notes Edit View": Ability to "Fullscreen"; further expand/maximize view
When I go to edit a note, I find myself trying to "Maximize the view," the way we're able to do in the Database View. Could you give us the ability to further expand/maximize the view in the RE NXT Web view so that we're not having to scroll around?0
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Media description needs to be visible in NXT in addition to the title
When uploading a file in Media, I always had the date, the type of file, the attachment and then put a description in. I did not fill in the Title because I thought that the Description was sufficient. Come to find out, now that we are using NXT, ...1
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create a section for a bio. This would be used when pulling a report on a number of donors for an upcoming in person event for major gifts etc.
Having a "bio" section to add a summary about a donor helps when we prepare summaries for major donors along with giving etc in preparing for major gift officers for major donor events.0
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Plug In for LinkedIn
There should be a plug-in feature for LinkedIn that auto-connects/pulls info into a constituent's record from their LinkedIn profile (and uses their LinkedIn photo) if the constituent has a LinkedIn account.0
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Individual Display Name should allow for Constituent ID
In NXT webview, it does not appear there are many options other than Title, Middle name, Suffix, etc. Can there be an option to allow Constituent ID to appear next to a donor name?0