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Ability to include Organization and Postion for primary employment in List columns
It would be very helpful to be able to create a list of constituents that includes their Primary Employment information (company name and position).2
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Create an information form
This would be a form where you can capture basic information from potential constituents. A place where they can sign up for our monthly news letters and get information. But where we can use this information to solicit a financial ask.0
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View a fundraiser's total gift credits on their constituent record
It would be very useful to have a tile on the constituent record which shows the total amount they're credited for as a fundraiser in comparison to their goal. At the moment we can just see the total they've donated themselves Even better, if we c...0
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Create easy way to during constituent record into fund record
Create an easy way to turn a constituent record into a fund record without needing to manually enter all of the data contained in the constituent record.0
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Display Primary Business Information on top of Constituent profile on NXT
It would be great to see what a constituent job title is when opening a record. I think picture, name and fundraiser are great but adding a line with primary business information would also help having a better understanding of the individual at a...0
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Make Preferred Name Fields Searchable
We have a very large database due to a robust employee giving program. Many of our employees go by middle names or nicknames. We add these to the Preferred name area and this works great for salutations. I think the preferred name field should be ...1
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Additional column options in NXT Duplicate Management
Currently, Duplicate Management through NXT only shows source record, target record, match likelihood, and matched on. It would be nice to have the option of additional columns, such as lifetime giving amount, last gift appeal, whether the person ...0
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Adding relationship tree functionality to NXT
RE7's relationship tree functionality allows some of my team to take a look at second-degree connections that our board and staff have to other potential prospects. However, most of my team uses NXT for their day-to-day work. Adding the relationsh...0
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Delete Blank Addresses in Bulk
Deleting blank addresses keeps a record clean especially because Luminate often imports blank addresses when a real address already exists on a record. This would also prevent address-based queries from becoming cluttered with blank addresses. Bla...0
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Organization records in RE NXT need salutation field.
I would like to have a regular salutation field for organization records just like for individuals. To have the full org name repeated in the salutation just looks awful. I'm told you can use the contact but it seems that the only time you could u...1