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Add date added and notes to solicit code entry
It would be very helpful when adding a solicit code to a constituent in the Bio 1 tab if we could also indicate the date added and a note as to why it was added. We like to periodically revisit some "do not xxxx" and need to be able to see when th...2
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Restrict relationship picklist options by key indicator
This list of relationship types should have little to no crossover between orgs and people. Why should we have to clean up Orgs incorrectly listed as "Founder" instead of "Foundation" when the system could just allow you to specify if a picklist o...0
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Make the relation & reciprocal relation fields mandatory in NXT
We have these fields as currently mandatory for relationships in database view, however there is not the ability to have this in NXT web view.0
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Make the Education tile editable
Currently I have to go to database view to make any changes to the education tile. It would be great to be able to do this in web view.0
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Filter by contact info such as contact type and send mail check box
This ability to additionally filter contacts is useful for our solicitors so they can know who they need to be talking to. It would be ideal to offer additional filters for listing contacts at organizations. This is particularly useful when there ...1
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Make 'Receipt Type' option available in RE NXT
We often change the Receipting preferences in RE NXT to Consolidated Receipts, but NXT does not currently show the 'Receipt Type' option available in the Bio 2 tab of RE Database, and so many records end up with contradictory values and don't get ...0
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NXT email open data added to email tile of constituent record
Please add the ability to view if a constituent opened a particular email onto the constituent record. This data can be viewed from within the internal messaging system of BBNC. If this is added to RENXT the email marketing area will be easier for...0
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Alert/notification when donor hits certain milestones
For example, when someone has been giving for over 5 years or has given more than $5,000 and when we process that gift, RE would automatically pop up an alert/notification.0
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Profile Photos - Pull from Online Presence
If the constituent has a social media linked to their profile - it'd be great if their photo was pulled from their profile photo from these links without manually adding them. And/or add profile photo as a filter to a constituent list, so that i c...0
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Ability to see more than 1 attribute on list view
In the constituent list view, it would be helpful to see multiple instances of a displayed attribute (when there are 2+ of the same attribute category in the constituent's record).0