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Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:Reviewed: Voting Open
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Ability to Delete a Constituent Record in RENXT
It is not just for merging purposes but we need the ability to delete a record in RENXTReviewed: Voting Open
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Peer-to-peer fundraising panel - allow use for all P2P programs and not specific to Just Giving.
Allowing for only Just Giving does not give option for full P2P fundraising done by a donor. We have many options including programs outside of our control (i.e. Facebook, PayPal, etc.). Having codes in different areas is not efficient and does no...Reviewed: Voting Open
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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...Reviewed: Voting Open
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Be able to track and filer attachment tags
It would be useful to track these tags as there is no way to use the data imputed at this time making them irrelevant for users to add.Reviewed: Voting Open
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Display ALL relationships on the webview
We would like to see the high school that our alumni attended... We have created the relationship on the database view but it is does not show on the webview.Planned
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Deceased should have a timestamp of when added or changed
This way we can run reports and set up automation based on when a record is marked as deceased. Many times a record may be marked as deceased years after. We would like to be able to send out a list on a weeky or monthly basis of all records marke...Reviewed: Voting Open
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Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?Reviewed: Voting Open
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Add date added and notes to solicit code entry
It would be very helpful when adding a solicit code to a constituent in the Bio 1 tab if we could also indicate the date added and a note as to why it was added. We like to periodically revisit some "do not xxxx" and need to be able to see when th...Reviewed: Voting Open
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Add Constituent ID next to names in the Relationship Panel
Currently there is no way to identify on a constituents relationship panel which relationships are Non-Constituent and which are Constituent. It would be extremely helpful if next to the relationship name if you could include the Constituent ID wh...Reviewed: Voting Open