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Multiple names for organization constituents
We have a few companies as constituents who are registered under one name, but are known coloquially by another. (ie Smith Shoes could be registered as 1234567 Canada Inc) It would be very helpful to be able to edit or add a name format for organi...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
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Add Constituent ID next to names in the Relationship Panel
Currently there is no way to identify on a constituents relationship panel which relationships are Non-Constituent and which are Constituent. It would be extremely helpful if next to the relationship name if you could include the Constituent ID wh...0
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If record changed in NXT display in RE Properties
we would like to see when record was last changed and by whom2
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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
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Add the organization name and position for business addresses
Under constituent summary, it would be helpful to see the position and the business name with the address.1 Already exists
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Automatically add note when a field changes
It would be helpful if a note were automatically added when there is a change to a field. Example: When a constituency code changes, an automatic note added would be very helpful since we don't always remember to add the manual note. When we do a ...0
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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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Ability to delete Summary Notes from NXT
Currently summary notes can be added underneath a constituents name in NXT, however they can only be deleted from within the database. The ability to delete these from NXT view would be helpful.2