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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
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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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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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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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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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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 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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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
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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