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Ability to globally delete individual relationship additional salutations
Currently you can only Add or Replace additional salutations for individual relationship records. I am in the process of cleaning up salutations and having to go into each record to remove the obsolete salutations is time-consuming. I found an ide...0
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Add spouse/partner in NXT
Just learned a prospect's spouse name. Have to go into RE classic to add it. It would be amazing if I could do that from NXT.0
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Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.0
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Please display an alumna's name in the RE NXT webview as in the RE database view - William Bill Jones Smith 1980 Deceased
Is there a way to display an alumna's name as in the RE database view - William Bill Jones Smith 1980 Deceased - in the RE NXT webview?1
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Add default primary address copy when adding new relationship record in NXT
Though one can add a new relationship record in NXT, there is not a way to copy a common address into the new record. One must manually type in all address information even if it's the same as the constituent record.0
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Contact information for Contacts within a Corporation/Constituent
Why is it that if I am in a constituent file and click on a relationship (who happens to have their own constituent file) it take me directly to their personal information and does not give me their business contact information? In order to get a ...0
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Add option to exclude deceased/inactive when searching for constituents
It would be nice to be able to exclude deceased/inactive or at least display who is deceased/inactive when you view search results for a specific name.0
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Could it be possible to export a constituents current tax payer status
It would be really useful to be able to export a constituents current tax payer status or have this recorded somewhere on the database. At the moment we need to export all declarations and find the column with their most recent status.0
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Open multiple constituents at once
It would be helpful to toggle between multiple constituents. I sometimes work with a small group of people, not in a list, and would like to toggle between their records for information. This functionality exists in the db view. If it's in NXT I c...0
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Include Country in Address Lines
Obviously we can tell when something is in the US, but it's not as simple for foreign countries, and if someone is handwriting a label or envelope from the Web View record, they will need to know the country.1 Already exists