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Ability to filter on communication/solicit code dates.
I'm interested in the new ability in NXT to add start and end dates to the Communication Preferences/Solicit Codes. How soon will we have the ability to filter on those dates? We sometimes add do not solicit to only the current FY and need to remo...1
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Import Constituent Photos
It would be nice to be able to import new graduating alumni & employee photos into the RE. We do use Importacular, so even recommend a third-party vendor that can do this?0
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Returning back to the same spot on the list when working on an alphabetized list.
I'm working on a list of 800+ constituents and whenever I go back to the list after reviewing the record, it brings me back to letter A and I will have to scroll all the way to whatever letter I was working on last. (M for example, and it becomes ...0
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Variable Workflow logic instead of linear Workflow logic. I.e. if you send a welcome letter and the donor responds, ABC happens. If the donor doesn't respond, XYZ happens.
No description provided0
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For Org records add the NOTES field from the Org 1 tab into webview
Please add this Notes field (formal name is Match Notes) into webview so it can be viewed as a tile for the Org record. The reason is because we use this field heavily for important at-a-glance information about the org (not for "matching gift not...0
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NXT Phone Comments
Husband/Wife Record - no way to determine which number/email belongs to whom. ALSO - Comments used to show how info was gathered...online search, gift documentation, registration, etc.0
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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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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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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