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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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Merge Non Constituent and Participant Records
It would be great if we could merge Non Constituent and Participant records together!!! We have tons and tons of duplicate records and it's a mess when we try to apply gifts to records.0
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NXT address autofill should use Google or have option for local (non-US) address verification site
The NXT address autofill for new constituents, due to its integrated Bing address search, does not recognise New Zealand suburbs (and possibly other non-US ones), making it useless. NZPost requires street names written in full ("Street" instead o...0
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Ability to view a constituent's import id
This should be a simple request. We should be able to see a constituent's Import ID in the RE NXT constituent view. How is this not a thing yet?0
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In NXT view it would be helpfule for solicitors to get an alert when actions are due (as they can in RE classic)
No description provided1
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Add appeal sort preferences to User Options
Add a User Option to sort appeals for all records. For example, if I need to see the most recent appeal at the top of the list in database view, I should be able to set this up in my User Options. Alternatively, create a global sort option.0
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Annotations Created in DB View should be viewable in Web View
Would love for my DB-Created Annotations 'pop up' in Web View.0
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Allow non-admin users to mark a constituent as a fundraiser
We have the option of allowing database view users to mark individuals as a solicitor/fundraiser. NXT users with this database view role cannot mark individuals as a fundraiser in NXT. This creates an extra barrier for our staff to use NXT and unn...1
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Inactive Attributes Should be Merged
When merging in the NXT Duplicate Management Tool, inactive attributes (and ratings) do not come over, which makes merging records cumbersome rather than easier as I assume is the intent with this new tool. Inactive attributes may not currently be...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