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Allow for Manual Removal of Merged Duplicates in Duplicate Management
We sometimes use the web view merge constituents function to update or change information between spouses. It would be good to be able to manually remove a set of merged constituents from the Merged Duplicates tab of Duplicate Management in web vi...0
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Add DOB back into query
I wanted to put this out there in case there's room to improve this in the web view version of query. DOB/age were recently modified in a way that affected our ability to do queries on that field. That caused some issues in RE itself, but it also ...0
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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
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Ability to add constituent when search returns no results
When a search for a constituent name returns no results, adding a link to Add a Constituent would save users multiple clicks. Currently you have to return to the Home page in order to add a constituent, which interrupts a flow state.0
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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
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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
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Export a constituent profile from NXT at the click of a button
Like DB view - be able to set up a constituent profile template and click on an individual record to export that profile in word format or PDF format for a MD meeting. Ideally it would export the profile picture too.0
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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
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A specific field for recording pronoun preferences
Whilst it is possible to record someone's gender as non binary, there is no where specifically for their pronoun preferences to be recorded ie them/they. Please can this be created asap. Of course there are work arounds but they are not ideal.10
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Add Education relationships in web view
We receive updates from our alumni with post graduate experience and we also track the high school they attended. It is nice to view education as a separate box from other relationships - but it would also be nice to be able to add education relat...16 Reviewed: Voting Open