-
Allow Inactive Phone Numbers without a Primary Phone Selected
Donors frequently change phone numbers. When I go to make a number inactive, NXT insists that I add a primary number. But I don't have one. So the inactive numbers remain as if they are still active. This causes confusion.1
-
Run a report of merged constituent from Duplicate Constituent Tool.
We have a lot of duplicate constituents in our database and we started merging the records. Management is asking that we show a report of all the constituents that were merged. Is it possible we consider having this report generated.0 Reviewed: Voting Open
-
allowing summary note to keep formatting.
i think it's fine for the summary note to condense paragraphs when it is collapsed, but when the summary note is expanded it should keep the formatting. having a way to break up the note visually is really helpful for our team because they would l...1 Already exists
-
Stop Marking Addresses Inactive when a constituent is marked as Deceased
We need more flexibility on what the default sets are for when you mark a constituent record as deceased. It would be nice to have the address and email automatically marked as Do Not Mail/Do Not Email instead of marking them inactive completely, ...0
-
Please add an option to see a "opportunities"
Please add an option to see a "opportunities" in NXT Workcenter>Constitutes. It would be nice to see who does and doesn't have opportunities. I know I can go to the "opportunities tab" to see all the ones that are assigned but I want to know wh...0
-
Allow Date From/Date To when pulling by Primary Constituent Code
Apparently, when building Constituent Lists, you can only apply Date From/Date To (or "as of" in NXT) criteria to non-primary constituent codes. Perhaps there is a reason for this but since our parent universe is segmented based on primary + date ...0
-
Pop up to show Potential Duplicates
When adding a new constituent, you can see the potential duplicates at the bottom but it's a very passive way of presenting the information. Unless the person is very well-trained, they could easily miss this. It would be much better to mimic clas...0
-
Constituent's Current and Historical Donor Category should be calculated and stored
I've looked and looked in the RE 7 and RE NXT ideas and can't find this although I know it's been asked for for decades: When opening a constituent record and looking at gift information--perhaps on the Gifts Tile in the web view, but see the full...0
-
Make Phone Number Date Last changed field overwritable / importable
I'm importing a new phone type for a group of records from 2 years ago and want to keep the original date. However, the Date Last changed is automatically updated to the import date. Could this field be made available for Constituent Phone imports...0
-
RE NXT Rating - non admins should be able to sort for most recent ratings first
It makes no sense that only the admin can sort ratings for themselves only, and fundraisers and others without the "gear" can't sort. An ability to sort all rating records in NXT for newest first, or the ability for each user to sort is necessary,...0