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Add the Prospect fields to the Spouse folder in query
Enhance the spouse query folder by adding the Prospect fields. This change would eliminate the need to conduct a series of complex Excel exercises to identify records that require repairs to improve data quality (to fix issues related to trying to...0
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Constituents list - Build list to include filter based on status "Past Due"
It would be great to be able to build a exportable list based on the past due status that also displays the number of past due days so that we could perform analysis on the DO performance as well as keep up with the portfolios.0
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a direct link to the user's own constituent record in the database view that could display on the NXT user's web view homepage
I think it would be a good idea to create a link on a constituent's profile in Raiser's Edge NXT to their constituent record in he Rasier's Edge system. For instance, if I am under Jane Doe's NXT profile I could click on a hyperlink that is on her...1
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Be able to exclude an ended fundraiser relationship in export
When exporting a list of constituents with their assigned solicitor, past relationships continue to show up. The only way to exclude them is to do special filters in excel. There should be some option to only include current relationships.0
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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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Why is Tanzania and a few other countries not listed in the address portion of a constituent record?
We work with people all over the world and need all countries listed in this section so we can add their address to their record.1
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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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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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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