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Classify Inactive Constituents Differently
For small organizations trying to maintain a small database, it's tough when roughly 1/4 of your constituents are inactive, but have historic giving data that cannot be deleted. I would highly recommend that this data be stored differently and cha...0
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Update Contact Types that records can have
We should be able to note someone as multiple contact types and then pull upon that data in the query view. So that if I have someone who I would reach out to for 2 different events I should be able to note that in the contact section of their rec...0
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New address in BBNC and OLX to include update to 'blank' fields
If you add a new address when processing address updates that have come as part of an event booking, donation etc in OLX and BBNC, at present this retains the region from the previous address. Worse still, if the new address has blank lines, eg co...0
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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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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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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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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