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Button in RE:7 to open that record in RE:NXT.
I would love to see a button like the one in RE:7 (and NXT) on the Prospect Tab that opens that constituent record in Research Point. It would be fantastic to have the same button in RE:NXT to open that specific record in RE:7, too. I'm thinking a...2 Reviewed: Voting Open
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A specific field for recording pronoun preferences
Whilst it is possible to record someone's gender as non binary, there is no where specifically for their pronoun preferences to be recorded ie them/they. Please can this be created asap. Of course there are work arounds but they are not ideal.10
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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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Add Education relationships in web view
We receive updates from our alumni with post graduate experience and we also track the high school they attended. It is nice to view education as a separate box from other relationships - but it would also be nice to be able to add education relat...16 Reviewed: Voting Open
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Export a constituent profile from NXT at the click of a button
Like DB view - be able to set up a constituent profile template and click on an individual record to export that profile in word format or PDF format for a MD meeting. Ideally it would export the profile picture too.0
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SSN Field from Database view in Webview
We use the SSN field to track our constituents by employee ID. When I mark termed employees, it is quicker in webview but then I have to go to database view to add the EEID.1
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Ability to export Prospect Status History
In order to better track our prospects through the pipeline, it would be helpful to able to export the prospect status history, or at least the ability to include the number of days in current status as a column in prospect lists.0
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.6 Reviewed: Voting Open
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NXT-Search or Scroll for More Institutions
I saw the update today about being able to edit or add an Education record in web view Education. I tried doing this, but I was only able to see institutions A-N. My school starts with an O. I'm unable to add an education record from my own school...0
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Option to Make Countries Invalid
Rather than this ridiculous Knowledgebase Article 44475 Error: Country cannot be deleted because it is present on one or more gift records - when deleting a country in International under Configuration When deleting a country from Config > Inte...0