-
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
-
Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.0
-
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
-
If record changed in NXT display in RE Properties
we would like to see when record was last changed and by whom2
-
Ability to replace barcode with QR code on membership card
Barcodes can take up more space as the information in the barcode increases. QR codes always stay the same size. We have challenges with printing the bar code where it will not smudge, run together, and create challenges for the member when visiti...0
-
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
-
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
-
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
-
NXT Outlook Add In Should Search Spouse's Email as well
Often times we communicate with the spouse of a constituent - we'd like to be able to use the NXT Add In to enter the action but it won't "find" the record because the spouse is not a constituent. It should search ALL emails in the system and give...0
-
Add position title to minimized view in relationships
It would be helpful to see the position title within relationships in the minimize view instead of having to expand the tile. We use a more overarching relationship type like executive or employee and use position title for the detail. We don't wa...0