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Use "primary addressee" as default constituent identifier for Work Center, Constituent Summary, Portfolio
Currently, Work Center alerts, lists pulled within NXT, and portfolio view all feature an individual person's name as the primary identifier on the record. But as we all know, donors often come in pairs (couples!) who often collaborate on giving d...0
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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?0
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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.0
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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.0
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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...2
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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...0
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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 provided0
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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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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...0
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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...1