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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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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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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
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Display name needs to match formal name in NXT Webview
I have a record open right now for a W. John Black. His Preferred Name is John, but his display name is listed John J. Black which isn't correct at all. The only way someone would know his real name is by looking at Addressee in Constituent Summar...0
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Add Constituent as Filter on Action List in RE NXT Web view
This would allow users to see all the actions for an individual constituent in web view. It is very cumbersome to see the actions on the constituent record only.0
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Query zip codes to include four digit extensions.
Went to create a query of zip codes in my county to create a specialized mailing list. Discovered that since a majority of my zip codes have the four digit extensions (thanks to NXT's AddressFinder), if I tried to pull "Zip code one of" it only pu...1
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Be able to merge email/phone info without transferring all contact info
Currently, it's all or nothing when merging contact info in NXT. If your source record and target record have the same address, but only the source has the email/phone info, you have to merge everything. You then have to do clean up on the target ...0
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Change field name back to nickname instead of preferred name
It isn't accurate to say a nickname is a preferred name. It may not be preferred at all or it may only be appropriate for some staff to use nickname.2
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Make Educational Relationships Easier to Input
Creating the option to import many schools in the Schools Tables (within Configuration) would be incredibly helpful. Personally, I'd prefer to have the option to not have a drop-down menu, but if it's absolutely necessary, it'd be great if I didn'...0
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Add Suffix to Constituent Name
Include/show primary and secondary suffixes. Currently only primary suffix is showing.0