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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...0
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Link records in NXT with corresponding Research Point records
It seems like the only way to currently link records in the two systems is individually, which is not realistic when tens of thousands of records need to be linked. Once linked, a sync can be completed in bulk, why not linking them too?0
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Ability to see non constituent (student) attributes in NXT
In the databaseview user can see the non constituent attributes. We had all student related activities/sports in student record. With NXT now our director don't have access to it while talking to a parent.0
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Indicate if Hosted Files window is Test or Prod
When you are working in both Test and Prod and have hosted files open in both, you can't tell which is which, except by what files are there. There needs to be a very visible indicator to help differentiate between the two!0
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Add ability to require more than one constituency code.
I would like to be able to require more than one constituency code on the constituent record. This will require that any and all users to enter this minimum information which will best enable all users to produce correct and consistent reports as ...0
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Specify Solicitor Type for Portfolio in Work Center
Hi- I love using work center but it shows a much larger portfolio size as it doesn't allow me to limit for those who I'm the primary solicitor. In our organization we also track staff solicitor for supporting or other roles. I would prefer to limi...0
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Do Not Contact box treats addresses and emails differently re: inactive status - different logic applied
1. Addresses: There is NOT an option to make an address "Inactive". Either primary or Do Not Contact 2. Email/Phones: In addition to Primary and Do Not Contact, there is an additional option to make phones and emails "Inactive". If you mark a phon...0
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Instagram Handles in Online Presence Section
Please add Instagram as an option to the Online Presence "type" drop-down box so that Instagram handles can be added to constituent profiles in the Contact Information section.0
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Add a Custom Data Field Option to the Timeline
This would address many requests made about customizing the NXT Timeline. It would be great if I could pick a field to add to the timeline, lets say Volunteered or Email Marketing Stat. You would need to have the ability to map to a specific data ...0