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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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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
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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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Search relationships on constituent record and order alphabetically
Some of our constituents have several pages of relationships, all of the same relationship type. Capacity to order the relationships alphabetically and to search relationships within the constituent record would make it a lot easier to find out wh...3
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Please add a field in RENXT for spouse to be added when adding a new individual in RENXT.
It would be very useful when we are adding new records in RENXT to be able to add the spouse.0
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Deceased Finder needs to add attributes to records
No description provided2
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being able to mark a constituent code as the primary code on the constituent record
This is would be helpful in NXT. The current procedure to mark a constituent code as the primary is to delete the code from all the records and globally re-add it with the primary box checked. It would make it so much easier if there was a check b...1
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Add Relationship Web to Web view
Database has a view to look through the "relationship tree" to see who the constituent knows. It would be nice to add a visual "Relationship Web" to the web view for fundraisers to see who someone knows...then who that person knows...and see how t...0
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Add Multiple Phone Numbers Option When Creating New Record
When I initially create a new record in NXT, I'd like to be able to add multiple phone numbers. As of now, I can only add one phone number. If I want to add addtional numbers, I have to close the record, then go back to Contact Info > Edit then...0
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I would like to be able to e-mail a constituent profile.
If my boss needs to see a profile but isn't using RE NXT and I need to send it to her at a moments notice.1