-
Automate prospect profile generation
For those of us in prospect development, it would be fantastic for NXT to have functionality to generate a prospect profile in Word or PDF format so that we can replace what a lot of us have to do - creating templates in Word. Many of us in the pr...4
-
Auto-Assign Default Addressee and Salutation for New Constituents who give through NXT form.
For new individuals who gave through our online donation form through NXT, they were not given an addressee or salutation information. I think it would be nice to have that be set default so I don't have to individually go into every new record to...1
-
Global add to Notes tab
When fulfilling constituent requests for service to their accounts, we add a Note with date, who did it, and brief description of what was done (added/changed email, name changes/corrections, address changes, and the like). It would be more effici...0
-
We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category0
-
Non-Constituent Relationship Information
When searching for a name in NXT, you are presented with the name and the address via the Omni-bar but no indication if the value being returned is a constituent or non-constituent relationship. If the record being opened happens to be a non-const...12 Reviewed: Voting Open
-
Preview event registrants before creating new constituents
Allow users to preview new event registrants before NXT creates a new constituent. We are getting lots of "new constituents" who are already in our database but because there is a slight difference in spelling or address, NXT adds them as a new pe...0
-
Business Rules apply to NXT activity
Similar to the pop up requests, but expanded to enable all settings in RE > Config > Business Rules for NXT activity. EG RE can do some great things when you mark someone deceased, like change marital status and unchecking send mail flags. W...4
-
Create and send donor surveys
It would be great if RE NXT had the capability to build surveys, send them to donors right out of NXT and record the responses automatically on the donors' records. While other survey platforms do exist, this would be more streamlined and keep eve...0
-
Button in RE:7 to open that record in RE:NXT.
I would love to see a button like the one in RE:7 (and NXT) on the Prospect Tab that opens that constituent record in Research Point. It would be fantastic to have the same button in RE:NXT to open that specific record in RE:7, too. I'm thinking a...2 Reviewed: Voting Open
-
Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open