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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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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
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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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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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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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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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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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Show title somewhere on the NXT donor page or allow toggle on/off
We can't tell if the title is missing or not unless we click edit > name and see there. "Title" is a piece of entered data, so why not be able to see it on their record page?0