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Have the ability to see a non-constituent record's primary education information from the constituent record.
Currently in database view, when you open a non-constituent record their primary education Class Of is visible without another click. In order to see this information in web view you have to click into the non-constituent record, away from the mai...0
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Allow custom hierarchy for Constituent Codes
NXT displays the Constituent Code that is listed first in the Constituent record, but the codes may be in different orders on different records. Why not allow the Administrator to set up a hierarchy for display, e.g., Alumni is always ranked highe...0
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Add filter in NXT that allows user to exclude constituents with an assigned fundraiser "end date"
This would allow a fundraiser to view a list of actively assigned constituents. Currently there is no way to filter out those who have an end date and are no longer actively assigned to the fundraiser.0
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Map in Visit order under Address Mapping
Fix it so that when you look at a group of donors under address mapping so that the computer puts them in order to go visit them without back tracking. Would be nice if you could number the 10 to 15 stops on the pins in the order you want to visit...1
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Add a more modern version of the database view Relationship Tree to the web view
For the fundraisers using the web view, it's all about relationships. They need the ability to see who knows who knows who without endless clicking among records. The Relationship Tree in the database view has an outdated look, but functionally it...0
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Allow users to request updates to records
Much of our team has limited access to what they can change in a records. So, a small group of us make the majority of the updates. We need to monitor and track those requests. It would be great if a gift officer could flag an address that needs t...0
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Easily export Organisational Contact person's email address - NOT the Organisation's email address
We regularly have a mix of individuals and Organisation contacts being invited to our events. I wish that there was an easy way to ensure that I could export the Organisation contact person's individual email address - not the main Org email addre...0
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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 "...0
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Primary address moves to top of list in RE NXT, but doesn't move and by default is added to the bottom of the list in database view. Also, we can't move addresses up and down the list manually in RE NXT
This issue may be specific to how my institution uses our database, however, I feel it is also an issue of inconsistency and could benefit other institutions as well. Since the database view has always had those up and down arrows on the addresses...2
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Show good addresses first and bad addresses farther down the list.
I should be able to see the primary address first, then the other addressed in order with GOOD/VALID/ALTERNATE/SECONDARY etc. addresses next, and LASTLY any bad or "do not mail" addresses.0