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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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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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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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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
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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
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Drive alerts based on queries
We have annotations pop up when you open a constituent record, would be good to have showing in 'summary' under constituent name. e.g. 'Board member'; 'this constituent is a major donor' etc.3
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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
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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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DOB visibility should be a config option in Constituent Record Settings.
Recently Blackbaud have added a 'feature' where the DOB is obscured until clicked on. This is really unhelpful for some users, as this is key information for them. This should be an optional feature, that can be configured in Constituent Record Se...0