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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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The "Stop Assignments" feature in NXT needs to add stop dates on the assignment record
The Stop Assignments feature does not add a stop date to the assignments, so they still appear in lists and exports.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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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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Make an automatic address share option for organizations and primary contact relationships
Right now, to give a primary contact for an organization the same address as the organization, you have to open the primary contact, click Relationships > Copy/Share Address from Another Constituent > search for the organization > Ok. It ...0
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Add phone number to "Join our Email List"
We need to capture phone numbers as well as email addresses for constituents besides on the donation form. We have a "Join our Email List" link on our website but that cannot be edited to add a phone number field. The only way currently to capture...0
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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