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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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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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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
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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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AGGREGATE ALL THE REQUESTS FOR ADDRESSEE SALUTATIONS TO BE IN NXT
There are a number of Ideas that have been voted on to get the DB functionality of Addressee/Salutations in NXT Email etc. It is really disappointing this functionality still isn't there when it is BB NetCommunity.0
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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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To be able to see and Status History on Prospect Tab
It is only available per record in NXT and in database view, you can only view at the current status. It would be very helpful if these info be included in the database view and be able to create a report of list of constituents and their Prospect...0