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Prevent users from being able to update the Constituent ID
We use the Constituent ID as an immutable ID in RE NXT and would appreciate being able to prevent users from updating it using permissions. We still want to see it, but not be able to update it.0 Reviewed: Voting Open
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Add custom field section in non-constituent record.
Custom fields are not available on non-constituent ore relationship records. We need to add this in NXT.5 Reviewed: Voting Open
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Link to web view record on database view record
It would be helpful for folks in database view to be able to click a direct link to the record in web view so we can easily update/reference things that are not in database view (such as adding the profile picture or looking at the email history)....13 Reviewed: Voting Open
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Provide a shortcut to add a spouse
Unlike database view, there's no Spouse button to quickly add an individual relationship for a spouse. You can add an individual relationship, however the user needs to check the Spouse checkbox, which may be missed. Please add a shortcut to add a... -
Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational default...12 Reviewed: Voting Open
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Automatic Creation of Addressee and Salutation
Have new donors created automatically through online forms get a Name Format of Addressee and Salutation. This is a required field for us, but RE NXT bypasses this requirement when constituents are made automatically via online forms0
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Carry over to webview existing business rules from Database View
We have many business rules set up. One of the most important ones is that when I mark a constituent deceased, a record is created for the spouse and all gifts are then soft credited to the new spouse record.1 Reviewed: Voting Open
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Auto set primary and hierarchy of constituent codes
Automatically reorder constituent codes based on hierarchy of constituent code table and set primary constituent code to highest ranking. Simple. Link to ongoing conversation: https://community.blackbaud.com/discussion/comment/305525#Comment_3055252 Reviewed: Voting Open
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Add 'INACTIVE' to the address options, similar to the option for phone and email
When you look at constituents in lists their address marked 'primary' shows even if it is marked as 'previous' and 'do not send'. Could there be the same options to mark 'inactive' as with 'Phone' and 'Email'?0 Reviewed: Voting Open
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Assigned appeal tab needs to be editable in webview (as it is in database view)
We use the assigned appeal tab in database view for tracking. This same tab appears in webview (listed just as "appeals") but is not editable. Please make it possible for that tab to be editable in webview.3 Reviewed: Voting Open