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Web View - Gifts associated with Tribute - Missing Giving Totals!!
So you released (9/16) a count of tribute gifts and a link to see gifts - but we can't see without opening each gift individually who made the gift/additional data & you haven't included the ability to see/total Giving to the tribute, why does...Reviewed: Voting Open
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Stop adding end date to a constituent code when a person is deceased
I noticed when a constituent is marked Deceased in NXT, an end date is automatically added to their constituent codes. I think this should be an option, not an automatic. (For example) A person doesn't stop being an alumnus once they are deceased....Reviewed: Voting Open
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Addressee/Salutation Reporting
We need to mass import addressee/salutations for a large data project. In DBV, we can export the grid of addressees/salutations (the number for each configuration) and import based on that. Will that functionality be available in Webview next year... -
Ability to globally delete assigned fundraisers by Fundraiser Type
We really need the option to globally delete assigned fundraisers by "Fundraiser Type", or at least the ability to globally update the "Solicitor Link" value of existing fundraiser assignments via Import so we can move those assignments to a dummy...Reviewed: Voting Open
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Add the "Position" and "Notes" fields as viewable on the "Relationships" tile or a "Work with Relationships" link to see these details
We need the ability to view the Position and Notes fields directly within relationship records in NXT, and at a minimum, display the Position field on the Relationships tile. These fields often contain critical context that helps users determine t... -
Add "Industry" and make available as filter in Constituent Lists.
We can filter by Primary Employment: Industry, but that only returns INDIVIDUALS whose primary employment is in the selected industry. We need to be able to filter for ORGANIZATIONS with the selected industry.Planned
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Add delete blank phones functionality to web view
Blank phone numbers cause problems when trying to select donors with a specific phone type with a query. The Plugin in database view that cleans these up is great and I use it frequently. Please add this functionality to web view.Reviewed: Voting Open
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Address Accelerator NXT
We just recently switched to NXT. I cannot believe the 'new and improved' over RE7 does not have the address accelerator functionality. It has been very helpful in RE7 in correcting errors and has saved us a ton of time and money on mailings. Plea...Reviewed: Voting Open
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Need to be able to use an asterisk to search for constituents and other information within the records
Searching for constituents or information in NXT is not as good as it is in the database view! In the database view there were different search fields we could use to search for any type of information on a record. We could search by name, email, ...Reviewed: Voting Open
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Give option to replicate the layout of database view in the webview
Please can we have the option to use tabs when viewing a record in webview, in the same way as exists in database view? Navigating a record in database view is SO much easier and intuitive, with less scrolling and fewer clicks to get to the inform...Planned
