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organization relationships field as an option in the column field
No description provided0
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Calendar YTD giving
A frequent inquiry I get from loyal donors - how much have I given this year. This is easy enough to export to excel and get the figure, but it would be handy if that information was directly available on the constituent's giving tile.0
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We would like to have the "constituent rules" pop up (database view) also be displayed in RENXT web view.
No description provided0
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Duplicate constituent tools should re-search when new data is added
If you mark two records as not duplicates, because you don't have enough information, maybe just a name but no address/email - you might want to mark them as not duplicates so you can go through your list. But if new information is added to the re...1
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Create a survey to send to donors
It would be helpful to send out a survey similar to google forms/survey monkey to share to donors.0
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Auto add 'Print position' to new business information coming through NXT
Trying to run mailing exports from the database view after I've asked colleagues to update NXT with business information. I've discovered that the 'print position' field doesn't get ticked when the position is input. When you run letters or labels...1
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add option to create report/export of possible duplicate constituents
Because the web view and data base view tools create 2 drastically different results, it would be helpful to be able to have a report. DB view already has the option0
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Allow for non-employee solicitors to be added in NXT
If I add a "Mark as Fundraiser" in NXT, the system create a User/Employee in Work Center, but if I add "Is a Solicitor" in RE, the system works well1
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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.0
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Creation of professionally formatted documents
It would be useful to communicate updates with constituents and ensure accurate information so proper contacts and follow-ups can be maintained.0