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Displaying Multiple Memberships at the Top of Constituent Profiles
This would be useful because we could see all memberships for a constituent right at the top of their profile, instead of only displaying the oldest active membership at the top. It would be really beneficial for our giving team when they are look...0
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Exports should include the primary ed year in two digit form as it is customary to print with the alum's name in that style. I CAN'T use an NXT export for a mialing at all!!! Please update.
I want to use the exports in NXT for mailings but can't do so if the names are "Jane Doe 2009" It must say "Jane Doe '09"0
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Add Volunteer Emergency Contact and Medical details to NXT
This is key information for Volunteer Managers / Coordinators when out at events, especially if someone was taken ill or there was an accident, we do not appear to be able to access RE7 via NXT when using an Android so we currently carry paperwork.0
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Connect Online Presence in NXT to Links in RE7
We are already tracking Facebook, LinkedIn and Twitter links via the Links section of the contact information in RE7. Is there any way that you can connect those fields so that we don't have to manually re-enter all of that information?1
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When you add Preferred Name it changes the name everywhere, except relationships tile which keeps the formal name
It seems nonsensical to me that when you add a preferred name to someones record, the name displayed becomes the preferred name everywhere but the relationships tile. The formal name stays there. I will give you an example: Say we have a husband c...0
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Blank Nickname Issue: NXT & DB
The issue occurs when you add a new constituent in RE: NXT and leave the nickname field blank. And/or deleting a nickname from a record in NXT. Then if you run a query (DB view) of constituents who has "nickname equals not blank", or a query that ...0
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Link to appeals in assigned appeal tile
It would be useful when viewing the assigned appeals tile in NXT to be able to click on any appeal and see any additional information. ie. Appeal attachments and summaries.0
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Remove end-dated solicit codes from top of record
We have solicit codes that have been made inactive by end-dating them. Unfortunately, these still appear as 'flags' on the top of NXT records. This is misleading for readers of the record. I'd like to see solicit codes that have been end-dated rem...0
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Default to show birthdate in constituent record
For those of us in the health care industry (and with grateful patient programs!), it would be tremendously helpful (and time-saving) to default to "showing" the birthdate in a constituent record. Currently, a user has to click "show" to see it, r...0
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12 month Moves Management dashboard for all prospects
If I could see along an x-axis the name of each prospect and along the y axis each month of the year, I could apply Moves Management more effectively than the current month-by-month "next action" we can use in NXT.0