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Vote
Restrict relationship picklist options by key indicator
This list of relationship types should have little to no crossover between orgs and people. Why should we have to clean up Orgs incorrectly listed as "Founder" instead of "Foundation" when the system could just allow you to specify if a picklist o...
Created 26 Feb 14:23 by Crystal Morgan
Relationships
0
9
Vote
Add more criteria options for ratings in Export
Enhance Export Criteria: In Export there is merely one option for controlling the output for Ratings -- the Source field. Target Analytics delivers nearly all of its modeling scores with the same source code. We have 9 Target Analytics scores. Eve...
Created 06 Dec 18:19 by Guest
Constituents
1
8
Vote
New search function
Wanted to give feedback and say that I do not like the new search bar/removal of the search bar. It's another step to simply search for members.
Created 23 Oct 17:30 by Guest
Constituents
5
2
Vote
Hiding tiles or customizing which tiles to show on records.
Organizations Records may not need to have all the tiles that are available on Individuals records. It would be great to hide tiles that don't apply and aren't useful for our organization.
Created 23 Mar 21:18 by Catherine Sumner
Constituents
0
9
Vote
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.
Created 19 Oct 18:52 by Kaela Reinardy
Constituents
2
10
Vote
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.
Created 29 Oct 19:45 by Nancy Hartman
Constituents
5
6
Vote
Make Regions a Filter in NXT
It would be helpful to get Regions in NXT as a filter in all areas. I am sure a lot of other organizations who also have large areas break apart their constituents by region and would be able to filter quicker by having this available.
Created 03 Jul 13:39 by Guest
Constituents
1
5
Vote
Add New Education
Would love to be able to add more education info, meaning full education resume, which schools attended, major, and grad year.
Created 04 Jun 13:59 by Guest
Education
0
6
Vote
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...
Created 25 Jun 14:05 by Guest
Constituents
0
1
Vote
Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:
Created 15 Feb 19:52 by Courtney Buzzell
Constituents
0
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