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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
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Make panel columns editable in NXT
In database view, it is helpful to be able to add/remove/move columns in various screens in order to see the information most helpful to you. The columns shown in NXT panels are not currently editable.0
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Top contributors by fundraiser
Ability to view top donors by assigned fundraiser. (Similar to campaign, fund, appeal view.)0
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Ability to accept or ignore suggested changed from RE Connect
Every day Re Connect pulls data over and changes out addresses for constituents yet there's no actual change. I end up with 5-6 "Previous Addresses" even though they are all the same. I end up with frequent issues when running mailings because one...1
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Global Add consents
It would be useful to be able to add consents through Global Add rather than having to create an import file0
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Summarize on Constituent record their Email opens/clicks
Such a small thing, but we are manually checking how often and which emails prospects are opening (even better if they click) as one indicator of whether we should pursue a person. I think the line by line appeal 'pod' could actually be replaced b...0
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Add a summary note to a contact
Having a summary tile at the top of the record allows for appropriate information to be added, such as "has been with the company for six years. works closely with the approval of grants on X subject matter"1
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Add DOB in the search tables for constituents
To aid in the avoidance of duplicate records, searching by DOB would be a much helpful search tool.0
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Editable fields on area such as Education
We use Education as an editable field so not as Education, therefore we have different information held in these fields, it would be great if you can chose which fields can be displayed. Our users would find the Major field one of the most importa...1
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Surface constituent annotations/alerts between database view and web view
Currently, if there is an annotation on a constituent record in the RE database view, it is not visible anywhere in the web view. This information needs to be carried over and visible in the web view. Use case: We have always used constituent Anno...0