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Actions to allow addition of relationship record contact info
Some constituents are contacts for organizations, but are also donors themselves. Having the ability to add the donor's specific organization email and phone number to the relationship record and in turn pull those into an action would be benefic...1
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Allow control of Primary Constituency Code during Import
Currently, there is no way to control or reorder Constituent Codes during Import. The Primary Constituency Code remains whatever it was previously, regardless of the new code added. Maintaining the proper order of Constituent Codes requires consta...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 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 '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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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
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Adding "preferred name" into the "add constituent" functionality in web view
It would help with efficiency if preferred name could be added while creating a new individual constituent in NXT Web View instead of having to create the constituent, open the constituent and then edit it to have a preferred name.0
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Date shortcut: F7
Would like the F7 shortcut for date field, like in database view. Opening the calendar just to select today's date is a waste of key strokes.0
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Education Tile - Date not showing
I believe this is a bug. If we only have a Graduation Date, we see the label "Dates attended" but no values. If we add a Start Date it does appear. This has come about since the recent release in late July 2020. Other labels only show when there i...0