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Add the ability to filter or show map/lists/portfolios based on Address Type
It would be great to have the ability to set and see constituents in Lists, Maps and Portfolios based on their address type. The benefit would be so that when people are looking at a map or list they could build filters based on a constituent's bu...2
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Being able to link address in NXT
It would be helpful that in NXT when you change one constituents relationship it changes a spouse they are linked to. This is able to be done in the desktop version but not NXT. It seems more efficient to have the address change when one is edited...0
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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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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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Not UK Taxpayers should not need their declaration confirmed
In RE/RENXT, we can add Gift Aid Declarations that say that a constituent is "Not A UK Taxpayer" and therefore, we cannot claim Gift Aid on their gifts. We do not write to these constituents to confirm this status, if they have told us on the phon...0
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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