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Provide html formating options for notes in RE NXT
In the database view, we can edit text size, apply bold, italic, and underline formatting, and add bullet points to text in notes. Can this functionality also be available in the web view?0
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Fund Relationship NXT View
Please add fund relationships in NXT view. This would help tremendously when working on Scholarship events/mailers/.2
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Deceased Finder in NXT - Should run Quarterly like Address Finder
Based on what is listed in article 192399 after the first scan of your data a record will not be scanned again unless the preferred address is changed or a new record is added. Yet according to the article, it is always running in the background. ...1
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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
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SSN Field from Database view in Webview
We use the SSN field to track our constituents by employee ID. When I mark termed employees, it is quicker in webview but then I have to go to database view to add the EEID.1
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Basic Volunteer Info Needed in NXT
Basic info from database view volunteer tab (type, status, start date, end date) don't display in NXT.3
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All the information in web view should be available in database view
Given that admin tasks (import, global change etc) can only be undertaken in database view at present, all fields available in the web view should be here too. This is particularly problematic for the Prospect module, which is more developed in we...0
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Reverse patch 14 to again allow for the export of current solicitors and the primary constituent code
With the most recent RE update, Export has reverted to behavior from before RE version 7.96.6401 Patch 5. About 2-1/2 years ago, once Patch 5 was installed, we were able to export a current solicitor by choosing to output only one Assigned Solicit...6
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Preview event registrants before creating new constituents
Allow users to preview new event registrants before NXT creates a new constituent. We are getting lots of "new constituents" who are already in our database but because there is a slight difference in spelling or address, NXT adds them as a new pe...0
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'Add Constituent' - add county field to address
Add 'county' field when adding address for new constituent.16 Reviewed: Voting Open