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Provide html formating options for notes in RE NXT
In the database view, we can edit text size, apply bold, italic, and underline formatting, and add bullet points to text in notes. Can this functionality also be available in the web view?Reviewed: Voting Open
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For Org records add the NOTES field from the Org 1 tab into webview
Please add this Notes field (formal name is Match Notes) into webview so it can be viewed as a tile for the Org record. The reason is because we use this field heavily for important at-a-glance information about the org (not for "matching gift not...Reviewed: Voting Open
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Primary Contact/Head of Household Indicator should be easier to query for
Primary Contact/Head of Household should not be buried inside of individual relationship records. Constituent and Non-Constituent spouses already have almost every other piece of relevant information included in the "Spouse" Category. Why is the "...Reviewed: Voting Open
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Keyboard shortcuts in web view constituent records
I would love to see keyboard shortcuts in RE NXT constituent records. I often open a record in database view and just hit a shortcut to go right to a particular section (eg. alt+g to jump right to Gifts). It would save a lot of time if this was av...Reviewed: Voting Open
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Deceased Individuals List
You should be able to create a list of deceased individuals in the web-based view. Currently you can only run a query in the database view for deceased individuals. The webview should include a Deceased Date so that lists can be generated for thos...Reviewed: Voting Open
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Make Prospect Management "Time in Status" a searchable/reportable field
Time in status information is available in a constituent's record, but is not searchable or reportable. It would be much easier to manage prospects if Time in Status were a readily reportable field.Reviewed: Voting Open
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Ability to view Attachments full-page with large thumbnails.
Some of our records contain dozens of media attachments. It would be nice to have a "work with attachments" button (like what currently exists for Gifts) that would open up a new full-page view of all attachments with large thumbnails and tag filt...Reviewed: Voting Open
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Include the Tribute information from the Source Record when merging in NXT
We have looked at the NXT duplicate management tool but found that it did not merge the Tribute information when we used it. We like the look of the NXT duplicate merge tool but we have many Tributes. Without the ability to include that data, the ...Reviewed: Voting Open
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Adding checkbox to mark employee as "active" or "inactive" in webview
There is a box in the Employment Relationship section, visible in database view, that allows you to uncheck when employees are no longer active; however, it is not present in web view. It affects our reports, and it would be extremely helpful not ...Reviewed: Voting Open
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Raiser’s Edge constituent fields “target”, “income”, and “ethnicity” should be visible in NXT webview
No description providedReviewed: Voting Open