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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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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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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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Synch Prospect Status and Assigned Solicitor from NXT to ResearchPoint fields
It would be great to know who is already assigned in ResearchPoint when doing prospect analysis0
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Add DOB back into query
I wanted to put this out there in case there's room to improve this in the web view version of query. DOB/age were recently modified in a way that affected our ability to do queries on that field. That caused some issues in RE itself, but it also ...0
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A feature to connect households
Our fundraisers desperately need the same solution as available in Salesforce - to have a Household feature that will allow them to view in a single place the giving histories and cumulative giving totals from multiple profiles connected to the sa...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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Properties needed in more areas (Assigned Fundraisers, Relationships, Addresses, etc.)
Properties in database view is incredibly helpful in seeing who added/changed values and when it happened. This needs to be replicated in web view across the board.0
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Change "head of household" reference to something more inclusive/less patronizing
I work for a college; we have many alumni couples. Many are spouses of the opposite sex. Some are in same-sex marriages. We are using the "head of household" convention and have made the decision to assign the male alumnus as head of household. Wh...15
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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