-
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.5
-
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
-
Add New Education
Would love to be able to add more education info, meaning full education resume, which schools attended, major, and grad year.0
-
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
-
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.1
-
Sort by Last Name on Insight Builder
No description provided0
-
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
-
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
-
Identify records with Profile Picture
The profile picture is a great feature! It would be nice to have a field to search on all constituents with photo. Perhaps a field indicator that a photo is included. This would allow admins to work on profiles missing photos.0
-
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