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View full volunteer history in NXT
Gift officers would like to be able to see the full history of a volunteer's job assignments, not just the first and latest assignments, in NXT without having to switch over to the database view.4
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Automatically populate "preferred name" with first name if it is blank
The way the "receipt amount" automatically populates with the "gift amount," but can be changed if the receipt amount is different—it would be amazing if it worked this way for first name/nickname. It is extra work to complete both fields; however...0
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Add the ability to load default values on constituent records in NXT.
In database view you are able to create sets of default values to load into constituent records, i.e. addressees/salutations. This feature should be added in NXT for ease of adding data into constituent record fields.3
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No ability to add county in database view addresses
We track giving by county for a constiuent giving in our database but I don't see any way to add that to an address in webview. It's important to know for our sales staff. The abilty to add it is in database view.1
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Show Constituent ID in the top search window of RENXT
Useful - so you don't have to open the record up to see constituent ID. Like right next to the Constituent name in the attachment.10 Reviewed: Voting Open
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Expand List Display Box in Address Finder 'Records to include' > Selected Records
When reviewing Address Finder settings, it is difficult to be sure of the List selected when the 'Selected records' option is utilized. See screenshot for illustration. List name is cut off and there is no way to get the full list name to display ...0
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Default cursor position to pop-up window
Whenever a pop-up window appears (e.g. adding a constituent or relationship, searching for an existing relationship, updating contact information) you have to click into the top-most field to start typing. It would save time and effort to have the...0
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Include Obituary Info in Deceased Finder Results
Where Deceased Finder made its determination based on an obituary, include the obituary information (as much of it as possible) in the results. Somehow make this available to us for review so we can assess whether we agree it's the same constituent. -
Update Contact Information - Include Comments Field
Include the comments field for phones and emails updated through NXT to allow fundraisers to add a note about when to call or email - or to tie the information to the HOH or spouse. We would like to see this RE 7.95 feature available in NXT.16 Reviewed: Voting Open
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Remove automatic soft credit to deceased constituent from surviving spouse
In DB view, there is a business rule available which removes the automatic soft credit from the surviving spouse when a constituent is marked as deceased. This is not available in web view, so constituents marked as deceased in web view still rece...0