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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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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
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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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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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Add feature for emails for end of year statements to be sent directly to constituent from RE
For those who give monthly/consistently receipting is only done 1x a year. IT would be helpful to be able to send an electronic end of year receipt of their annual giving directly from RE.0
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Add "Addressee/Salutation" field to organization records.
I need to be able to have organization address information in one place, without creating a relationship. Our school has inter-connected individuals and organizations, and I need to be able to address people - on the same export - as individuals a...1
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Profile pictures from RE NXT Webview should show up somewhere in RE NXT Database view and allow users to edit the pictures there. Also need more options for profile photos.
Many of our Foundation Development officers appreciate the profile pictures for constituents in RE NXT webview. One reason they like it, is it allows them to easily identify a constituent just by looking at the profile picture if they don't recogn...0
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Edit Address Dropdown Menu Formatting
Our organization wants our constituents' mailing addresses to appear more formal such as, Avenue instead of Ave., Apartment instead of Apt., Circle instead of Cir., etc. The drop down menu that suggests the address you're searching for (see attach...0
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Custom Fields in Web View - Date display inconsistencies
when viewing the Custom Fields tile in the Web View, and expanding to display the addition fields, the Date of many Custom Fields is displayed wrong. For example, if I add a Custom Field with a Date of 12/04/2024 , and Save, the Date is displayed ...0
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Updating Addressess NXT
When you update an address in NXT it should update all records and relationship records that share that address. This however is not the case and is causing tons of returned mail. Same should apply when marking an address inactive. If you mark an ...1