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Updating Addressess NXT
When you update an address in NXT it should update all records and relationship records that share that address. This however is not the case and is causing tons of returned mail. Same should apply when marking an address inactive. If you mark an ...Reviewed: Voting Open
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Add "Education/School Fraternity" field to columns in Education records in NXT
We have a lot of education records and in the view for education, and we use the "Education/School Fraternity" field for the major descriptions when we import the education records. Unfortunately, we do not know what a lot of the "major" and "mino...Reviewed: Voting Open
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Delete Duplicate Constituents
Delete Duplicate ConstituentsReviewed: Voting Open
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Ability to filter on college/school in Education
No description providedReviewed: Voting Open
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Click to Call Functionality in RENEXT
User on team suggested that the ability to click on a phone number within RENXT and place a call directly from the system would be helpful.Reviewed: Voting Open
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Core User ID match RE ID
No description providedReviewed: Voting Open
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Inactive records still showing in searches
If i've marked a constituent inactive (aka it's a duplicate) I don't want to see it when I search!Reviewed: Voting Open
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Relationships view-able within RE NXT
I would like to see ALL relationships view-able within RE NXT. I have learned that only organizational, individual, and educational relationships can be viewed within the NXT view. We have scholarship contacts within our constituent relationships ...Reviewed: Voting Open
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being able to mark a constituent code as the primary code on the constituent record
This is would be helpful in NXT. The current procedure to mark a constituent code as the primary is to delete the code from all the records and globally re-add it with the primary box checked. It would make it so much easier if there was a check b...Reviewed: Voting Open
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Add workflow history to workflow designer
We would love to have the ability to view a workflow's history to see if any workflows had failed previously. We have a daily workflow that sends an automated happy birthday email to anyone who has a birthday that day. When trying to figure out wh...Reviewed: Voting Open