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Ability to add an appeal to a constituent record in webview
No description provided0
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Ability to add the Primary Alumni Class Of Field at the top of record, by the name
Our Director of Alumni Giving is new. It would be helpful to see that they are an alum immediately rather than having to look for it.0
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Add Contact check box in Relationships tab
You can remove a contact in RE NXT but you cannot 'add' a contact. I have to go into the traditional RE interface to make the relationship the contact. But I can remove the person listed under relationships as the main contact by unchecking the box.0
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Filters for NXT search bar
I imagine I am bit redundant with other ideas, but creating a filter drop-down to limit inactive, deceased, check aliases- similar to RE7.0
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Make Obituary option a field not an attachment
Happy to see more functionality when marking a constituent deceased, but can you make the obituary function a text field rather than an attachment? We copy and paste obituaries into Notes currently. The "mark as deceased" includes a place to attac...0
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Add option to update shared addresses in NXT with non-constituent spouse when adding a new address
In database view, when updating or adding a new address, you get a pop-up asking if you want to update all shared records, including non-constituent spouses, with the new address. That is not an option in NXT, nor can you go back into the cons rec...0
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Add relationships to the fields you can filter on, as well as, Date From/Date To
We track members of our boards in affiliate groups (org record). We risk the chance of not seeing all "current" members if the list is static.2
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List type of relationship for all linked records
We tried clicking on a constituent listed under relationship but discovered if the entity does not have a constituent record of their own, when we are taken to their NXT record, there is nothing to show what the relationship is to the constituent ...1
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Re-implement the ability to click on the Constituent Link in Funds Report fly by window
Under Fundraising -> Reporting -> Funds -> under Top Funds, when we click on the value a window opens and you can click on the constituents to go to their records but now this is disabled. This was a great shortcut and eliminates the step...0
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Relationships view-able within RE NXT
I would like to see ALL relationships view-able within RE NXT. I have learned that only organizational, individual, and educational relationships can be viewed within the NXT view. We have scholarship contacts within our constituent relationships ...0