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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 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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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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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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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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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
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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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Ability to filter on communication/solicit code dates.
I'm interested in the new ability in NXT to add start and end dates to the Communication Preferences/Solicit Codes. How soon will we have the ability to filter on those dates? We sometimes add do not solicit to only the current FY and need to remo...1
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Text message to multiple constituents
Our fundraisers are interested in having the ability to text multiple constituents at one time. Rather it be for an event or some type of appeal; like a text-a-thon. Basically, they would like to have a list of specific constituents and push out a...1