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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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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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Need more flexibility in Individual Display Name
Please allow for more options in the display name setting (maiden name is the necessity I'm searching for) or allow the display name to be sourced from Addressee/Salutation table.0
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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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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 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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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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Allowing 'contains' as an operator for table fields in a query
We have thousands of courses / degrees listed on RE, as students can combine subjects. At the moment if I want to run a query on students that have studied Law, or any subject 'with Law' I have to go through and manually select them all using the ...0
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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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Profile Photo - Expected Behaviors
You should be able to: 1) delete/remove a photo - this request is at least 3 years old 2) reposition/resize/crop the photo directly in the browser like every other social application with an avatar 3) download the original photo 4) ability to atta...1