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Give access to users to "Mark as Fundraiser" in webview if they can Mark "Is a Solicitor" in database view
Our development directors can mark people in the database view as "Is a Solicitor", but they can't do the same function in NXT by Marking as Fundraiser. This would be helpful because our staff are making assignments for our opportunities for 2017'...4
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Bulk delete credit cards from Bio2 Tab
It would nice to be able to remove a bunch of expired cards or rows with no card # from the Bio2 tab completely via some kind of cleanup utility. Currently one can only delete the number, but the row remains because Card Type is still required.0
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Ability to edit "Male" and "Female" in gender table
My org is changing it's policy on gender recognition. They "... recommend being consistent with the policy and using woman/man instead of female/male because female and male are technically not “genders” but biological sex.” We would appreciate th...1
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Primary Constituent Filter turned off
We can not duplicate reports in NXT as the filter is set to a Primary Constituent. We do not have a hierarchy and need the contituent to show up in all of their constiuent groups. This would also help with year end reporting. I see a couple people...0
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Show attachments tile when merging records.
One major issue with NXT/web view is that attachments uploaded to web view do not merge in database view but merging is better done in database view as you can merge and delete the duplicate record in one process. When using web view's merge tool,...0
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Include Total Given Field for Appeals
Within a constituent's record, it would be very hepful to see the "total given" field (that you can see in RE7), so that you could see at a glance if they gave in response to specific appeals.1
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Non-constituent Relationship Permissions
Currently, NXT users can only add non-constituent relationships if they have permission to add constituent records. We want relationship information entered by everyone, but we don't want everyone to create records. Please consider changing this s...0
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Joint/Shared Email Address option
We want to be able to identify an email address (or maybe a phone?) as being shared across records, and who it's shared with. If the email becomes invalid, we want to be able to mark it once and update all instances of that email, as we can curren...0
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Letter/Pledge Reminder history in NXT
Being able to see any communication sent to a constituent would be helpful in NXT. Currently, can only get this in a database view, but as a Mobile user of NXT, it would be great to be able to see all activity.0
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Allow a date/time/username stamp in the comment section of a Note in webview, like you can in database view
I want to keep adding to the same Note and not have to make new note every time there is new information. You can do this in database view. Why not also make it available in webview?0