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Have a seperate tile for a Constituents organisations, or allow filtering to show just organisation in Relationships tile
At the moment there's no way of filtering the Relationships tile to just show where a person works. Either create a new tile for Organisations, or add a filter to Relationships tile so we can see easily.1 Reviewed: Voting Open
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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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Add a link to mirror prospect status and user defined ratings on spouse records
A link between the spouse records for prospect status and internal ratings would make it easier to keep the records in sync so statistical reports and other projects that evaluate prospects at the household level are more accurate. A user option t...0
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Support importing of Fund Relationships
Yearly, i receive a spreadsheet from our Financial Aide department giving me the listing for students that received scholarships. i have to manually input this data because a Fund Relationship is not one that can be imported. Can this functionalit...0
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Marking one constituent address Do Not Mail and leaving their other addresses with a 'valid until' date
Once a new address is added to a constituent's record, it is useful to know when addresses were changed or added, thus using the 'valid to' or 'valid from' field next to an address is useful. This is not a seasonal address situation, the seasonal ...0
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Change the formatting of Class Year in NXT Web View display name
Class years are really useful in NXT webview as part of the display name, but the formatting is awkward. Usually when we display a class year, we use the format John Smith, '99 -- please fix the formatting for class years to something easier to re...2
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NXT in the Appeals window we should be able to customize and view the Appeal Code and Package Code
We assign gifts to the Appeal and Package Codes, therefore when taking donations we need to see these codes on the donor record0
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No requirement - or customizable requirement - for phone status
We have run into the problem that if the one and only phone number we have for a constituent is Inactive/Bad, we still have to mark it as primary - even if also marking it as Inactive. This is totally unnecessary and can get confusing. It would be...1
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Prominently display in NXT when a constituent has an open pledge.
Something practically impossible to miss that lets fundraisers immediately know that the constituent they are viewing has an open pledge. Ideally it would be great if you could filter this, so it would either show all pledges or you could exclude ...0