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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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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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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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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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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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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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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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Need Total Giving Years under Summary Information > Gifts
I need to pull a report to integrate with Wealth engine and one of the columns of information they need is Total Years Giving and there doesn't seem to be an easy way to do this. My report is over 30+ years of giving. The Total Number of Gifts and...0