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Add student class year to parent record display
It would be nice to have a quick reference for the parent year the same way we have the ability to display alumni class years.0
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Allow us to reassign an Opportunity/Prospect from one constituent's record to another
In case an opportunity is mis-categorized the first time, this would allow reassigning it to the correct constituent record. Instances where this can come up include when our role in pursuing a grant starts out with us being the lead applicant, bu...0
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Open full constituent record from Query in RE NXT
When viewing results in Query in NXT it would be helpful to be able to open up the full constituent record in a new tab like you can in DB view instead of just the pop-up that you can't expand.1 Already exists
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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
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Automatically populate "preferred name" with first name if it is blank
The way the "receipt amount" automatically populates with the "gift amount," but can be changed if the receipt amount is different—it would be amazing if it worked this way for first name/nickname. It is extra work to complete both fields; however...0
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Change 'head of household' to 'primary household contact'
Head of household is offensive to many users. Change terminology to 'Primary household contact'.1
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Add EMERGENCY CONTACT for all Individuals
Since we use this database for volunteers, clients and donors, I would appreciate a field on the constituent record that is the emergency contact name and phone number and be able to be connected to the person's file, if they too are a constituent.0
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Add relationship attributes to RE NXT
We use these attributes in database view to add several kinds of contact types to an organization contact. This is used to add the correct contact on an organization communication - example a contact may get receipt or reminders (such as finance p...0
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Change "Maiden name" to "former surname"
"Maiden" name is an outdated, gendered term. Let's get with the times and re-label that field to "former surname" so we're no longer referring to the individual's maidenhood.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...14 Reviewed: Voting Open