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Automatic Shared Relationships and family tree view on NXT
Our organization is one that is very family-based. We have multiple members of the same extended family come to our camps, and for fundraising purposes it's often helpful to know who is related to whom. NXT and RE should have the ability to automa...0
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Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...0
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Please pass on a suggestion to the team that having an automatic check for common first name nicknames ... Mike for Michael, Ron for Ronald, Jim for James, etc. ... would be helpful. Not critical, but certainly easier for common users. Thanks.
No description provided0
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Make a list of members of certain programs and categories in NXT.
As we are managing our memberships and sending appeals, we need to be able to list our members from NXT. This would make our workflows on the web based side way easier.0
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Auto-generate multiple salutation formats.
When a new record is created, NXT automatically generates multiple name formats based on relationships and a default Addressee/Salutation format (admin defines default, users can update as needed). Formal / Informal Combined Addressee (if Spouse r...0
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At a Glance Gift Information on Constituent Page
Ideally, when one pulls up a constituent, the giving breakdown should also have a quick total of current Fiscal and Calendar Year Gifts. As we reach a calendar or fiscal year end, our office receives numerous calls asking what a donor's total is f...0
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having a checkbox feature would help streamline data entry
No description provided0
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Add mailing list form that can be batch added to RE
If I could keep a running list of people who want to join our mailing list and them add them as a batch, it would be so much easier! As I have it now, it get individuals filling out an online form one person at a time which means I have to enter t...0
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Customise NXT Constituent Tiles
It would be great if we could customise the fields displayed on the tiles in a Constituent Record in NXT. Currently, the tiles only display the Gift Fund; it would be great if we could see the Gift Appeal.0
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Add PREVIOUS ADDRESS to the address types in Core.
When ConnectRE processes, old information from Core is entered in RE. Parents and Alumni do not update their information in Core regularly-- Alumni never do. However, if a particular parent or Alum is a donor, their information is probably correct...0