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Customizable "Snapshot" of a Constituent
I currently use Custom View (under Config in database view) to generate one page "snapshots" of each constituent. It displays a customized mix of select note types, attributes, etc and allows me to only see exactly what I want for specific scenari...1
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Parent Corporation - display/link on organization records
This is a potentially very useful field on Org 2 in the database view. I'm disappointed to find that it doesn't appear anywhere on an organizational record in NXT. A lot of our techniques to manage the (seemingly) hundreds of subsidiaries and matc...1
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Select Multiple email addresses as primary!
We NEED to be able to select multiple email addresses as primary to be able to fully use this system. We have couples who both would like to receive emails, and people who need to receive emails/invoices/etc at home and work. This is an oversight ...0
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Display ALL relationships on the webview
We would like to see the high school that our alumni attended... We have created the relationship on the database view but it is does not show on the webview.1
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More options when adding new consituent
When adding a new constituent add the ability to include a spouse's name, and position/title...etc. Their are a bunch of things that could/should be included when adding a new constituent.1
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Allow multiple positions/role at one Org under the one relationship
Constituents with multiple roles/position at the same organisation should be combined under the one relationship listing.1
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Ability to see history of changes on constituent record
Currently we can only see who LAST changed a record, not what they changed about it. It would be great to have a viewable history for every record showing who changed what and when.2
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Is there a way to add the "Gives Anonymously" tag to the tags column when pulling a constituent list?
This would help tremendously when pulling lists of donors for an event or campaign to put in a program or newsletters so as to not inadvertently include anonymous donors names.0
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Nickname field auto populate with first name
This would help with gift entry and setting up merge fields0
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Have a section in the constituent header for name pronunciation.
Currently the only place we have to add any kind of pronunciation details is in the notes section, which gets buried in the constituent record. Having a pronunciation tab front and center would be very helpful when gearing up to solicit or meet wi...1