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AI capabilities for business information
When a website address is added in a business profile, auto populate data from their website into their organization record. This will reduce the amount of data entry and the amount of time needed to research the business.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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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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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
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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
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We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category0
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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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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
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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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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