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Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?
Created 14 Aug 15:39 by Guest
Relationships
0
4
Vote
Import Constituent Photos
It would be nice to be able to import new graduating alumni & employee photos into the RE. We do use Importacular, so even recommend a third-party vendor that can do this?
Created 25 May 13:34 by Theodore VanPatten
Constituents
0
1
Vote
Allow a NXT User to see Online Presence links in the Constituent Summary column of a Constituent List
In a Constituent List, please make it possible to view a constituent's Online Presence link(s) in the Constituent Summary column. For example, this would allow a quick click of a link to verify latest LinkedIn profile or personal website. Thanks.
Created 22 Mar 17:54 by Jeffrey Starrett
Constituents
0
11
Vote
Add the ability to filter or show map/lists/portfolios based on Address Type
It would be great to have the ability to set and see constituents in Lists, Maps and Portfolios based on their address type. The benefit would be so that when people are looking at a map or list they could build filters based on a constituent's bu...
Created 31 Jan 18:04 by Guest
Constituents
2
4
Vote
NXT Phone Comments
Husband/Wife Record - no way to determine which number/email belongs to whom. ALSO - Comments used to show how info was gathered...online search, gift documentation, registration, etc.
Created 19 May 12:09 by Guest
Constituents
0
10
Vote
Being able to link address in NXT
It would be helpful that in NXT when you change one constituents relationship it changes a spouse they are linked to. This is able to be done in the desktop version but not NXT. It seems more efficient to have the address change when one is edited...
Created 06 Sep 18:18 by Guest
Constituents
0
6
Vote
Variable Workflow logic instead of linear Workflow logic. I.e. if you send a welcome letter and the donor responds, ABC happens. If the donor doesn't respond, XYZ happens.
No description provided
Created 19 Feb 23:00 by Greer Hancock
Constituents
0
12
Vote
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...
Created 25 May 16:15 by Karen Stuhlfeier
Constituents
1
12
Vote
Class Year and Specialty
We are a University and in RE 7 there is a section for class year and specialty write in the constituent information field. It would be great to have this as a column or option to search by. We are pulling lists in RE NXT but they don't work becau...
Created 16 May 13:47 by Guest
Education
0
8
Vote
Customizable "Snapshot" of a Constituent
I currently use Custom View (under Config in database view) to generate one page "snapshots" of each constituent. It displays a customized mix of select note types, attributes, etc and allows me to only see exactly what I want for specific scenari...
Created 07 Nov 18:26 by Megan Cross
Constituents
1
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