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Fiscal and Calendar Giving on Constituent Records
When you open a constituent record and look at the Giving box it would be nice to see at a glance what the constituent's giving is for the current fiscal year and the current calendar year. While first, greatest and latest gifts is nice, it really...0
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Allow summary note to be deleted
We would like to be able to delete a summary note. Currently, once a note has been added there is no way to delete it and have it remain blank, it can only be replaced with new text.2
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Indicate number of active memberships at top of constituent record if more than one
I've been training my folks for a year now not to trust the "memberships" list on the top of a constituent record. They should scroll to the Memberships tile to see if the person is both a member of the museum AND on the Foundation's board, or if ...0
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Ability to reposition, resize, and/or crop profile pictures
Similar to adding profile pictures in LinkedIn, right now we have to do cropping before importing a picture.1
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Improved Tile Management
I would love to see improved Tile Management. I know users are able to control location and expansion of tiles, but if there could be an administrative function to show/hide tiles and provide some organization, that would be great. Additionally, w...0
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Ability to define where constituent summary information comes from to auto populate.
I have briefing loaded in constituent notes that I would like to somehow magically have populated in the constituent summary on NXT. I hate the thought of having to copy and paste each briefing one-by-one.5
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Make Member IDs Visible in Webview
I noticed that member IDs are not visible in webview. Our members will often contact us for the member IDs so they can order tournament tickets online. Not sure if other ORGs use the IDs but it is important for us.0
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Delete Appeal Listing in a Constituent Account
We can delete appeals in database view and need to be able to in NXT. I globally add appeals to records by the hundreds/thousands. Sometimes a letter is manually pulled by a gift officer and I need to delete the appeal code from the constituent re...0
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Add (or option to add) pledge balance to the giving section
It would be incredibly helpful to have the pledge balance appear on the giving section of the constituent's record, rather than needing to click into another screen to see this info. Or add something like the database view "columns" option where u...0
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Volunteer Hour Summary
It would be great to get a quick snapshot of hours that volunteers have worked during a specified period of time. Our peer-to-peer, third party, and special event fundraiser managers would love to have this information at their finger tips when as...1