-
Restructure Head of Household for families
As an educational institution we have several members of the same family at the same address (or a household of roommates). I would like to see a way to extend HoH or Primary Contact to entire households instead of just spouses. The spouse feature...1
-
Add AddressAccelerator functionality to NXT
I'd like to encourage staff to use NXT for address updates, but without the AddressAccelerator functionality we are unable to verify addresses in NXT and must resort to using the database view for address updates.4
-
Solicited Summary on Constituent Records in NXT
In our organization we are recognizing constituents more and more for their fundraised total in addition to their outright gifts. In Classic, we are accomplishing this by adding the organization and/or individual to a gift as the solicitor But we ...0
-
track Classification history (like Status history is tracked)
It would be helpful to know when/why someone changes a prospect's Classification. If it could be set up like Status with date changed and reason with a history available to view and query on, that would allow us to develop that field with more lev...1
-
Relationship notes should appear on relationship records of both constituents
Currently the notes about a relationship only appear on the record that I was in when I entered the relationship. They don't appear on the relationship record of the constituent with whom the relationship has been identified. The notes should appe...3
-
Display Volunteer Job end dates in a constitutent record to quickly see which are expiring or ended
It would be helpful to be able to see the end date on the Volunteer jobs that are displayed on the Volunteer panel in a record. This would help us see which jobs are expiring, and which have already ended (or which don't have an end date at all.)....0
-
Webview of Record - if Spouse is an alumni - add class year also
When you see the name of an alumni it lets you show their name (maiden name( and class year, then there is the preferred Name and the name of their Spouse - however if their spouse is an alumni also you can not tell at a glance because it does not...0
-
Is Contact selectively appears in web view
When setting up relationships in database view a individual relationship to an organization can be marked as "Contact" - and no contact type assigned. When this is done from web view on the relationship (when you select edit relationship) - there ...0
-
Sort Constituent Imported Ratings so that the default can be to view the newest Ratings first.
When viewing a constituent record, the ratings that have been imported into the record are shown with the oldest being viewed first. This doesn't make sense. There should be an option to change the default view to show the most current rating first.0
-
Web view and Sky API need to make the Comments from Phones and Emails available
We use the Comments field to track when a phone or email were updated and by who, or what import source. Not having this makes third party applications like Omatic Cloud less functional for our needs and only encourages us to keep using database v...1