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Restrict deletion of Prospect Status in Web View and Database View to certain users only
Currently all users can delete current or previous Prospect Status in Web View. Ideally we could choose which Roles had access to deleting Prospect Status in Web View and Database View.0
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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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When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...0
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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
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Use the same formula to manage duplicate constituents in NXT and Database View.
The duplicate search criteria should be the same whether in Web View or Database View. The option to define search criteria is no longer available in Database View. It seems that there was no review of functionality in Database View when building ...0
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Remove constituent profile pics in NXT
There should be a way to remove a constituent's profile picture from their record without having to upload a new picture.0
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Share Primary Employment with Double the Donation
Currently, Double the Donation identifies a donor's employer using the email field. However, many donors use their personal email addresses, so their employer isn't captured in Double the Donation. Is it possible for the Primary Employer informati...0
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Add Secondary Donor to Donation Form for Acknowledgement
We have donors trying to add both spouses to the donation form or they call or email us. Just having a field for another donor (no lookup in constituent database required) would help our donors feel better.1
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Ability to add an appeal to a constituent record in webview
No description provided0
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add Const. ID next to or under Const. name in NXT Const record banner
Prominently display const ID in record header to avoid data entry errors and confusing records with same name for end users while in search.0