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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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Ability to add an appeal to a constituent record in webview
No description provided0
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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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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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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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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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Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:0
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Ability to hide timeline for certain roles in NXT
We have users that cannot see gifts, but are still able to see the timeline function on a constituent record in NXT. Please add ability to hide for non-admin.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