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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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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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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 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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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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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 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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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 an appeal to a constituent record in webview
No description provided0