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Show major and minor comments in education panel
No description provided0
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Business Rule to update Marital Status when adding or removing a spouse on a record.
Users will often add a spouse to a record or remove an existing spouse record and forget to update the Marital Status field. This results in individuals who are married still showing a Marital Status of Single or individuals who are now single/div...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
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[Copy] Change "head of household" reference to something more inclusive/less patronizing
I work for a college; we have many alumni couples. Many are spouses of the opposite sex. Some are in same-sex marriages. We are using the "head of household" convention and have made the decision to assign the male alumnus as head of household. Wh...
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Display opportunity name on Action tile
If a user didn't have to drill down (expand the Action) on the Action tile on the Constituent's record, it would be helpful (particularly to fundraisers who share the same prospect).0
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Allow organizations the ability to mark non-active/low donors to be "Unassignable"
Our organization has been on RE for over 26 years (150,000+ records) and we just recently transitioned over to NXT; and therefore, you can imagine all the necessary clean-up involved. The system is showing that we have over 52,600 donors who are "...1
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Allow option to manually add a JustGiving fundraising page to a constituent record
If the P2P info is accidentally deleted from a constituent record, there is no way to re-add it, or to credit them as a fundraiser when future gifts come in through their page. Even if some of the integration functionality is lost, it would be use...0
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Configure Financial Information Summary
There needs to be a way to configure what is displayed in the financial information summary, just like we can do in the database view. I just discovered this now and it makes some of the prospect management useless. You can't configure what is dis...0
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Make it possible to get a list of organization solicitors/stop restricting what I can query on at all
I would like to be able to create a list of the constituent records in our database that are recorded as fundraisers. I don't understand why Blackbaud so often does not allow me to query on data that is in a person's record.0
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Save emails as note
The installed version allowed emails and letters to be saved as notes automatically when sent/printed. RE NXT does not.0