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A summary field in the constituents account that always shows their total giving. Just like there is the option to pull up last gift, first gift, largest gift etc...
No description provided0
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User ID in Notes
In RE, you can hit F5 and the user's name and time/date of note is automatically entered. It would be handy if this info was automatically generated when starting a new note in NXT as not everyone remembers to insert their name and it is helpful t...0
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NXT: Gmail Plug In: add new email address to a record
If a constituent emails you from an email you do not already have it just says it can't find the constituent. I would like to then be able to search the database, find the record, and add that email address in, then proceed to add the action. I sh...0
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Improve new constituent record creation
Allow adding of spouse information BEFORE having to select salutation and addressee. Because the spouse cannot be added beforehand, user must select salutation and addressee from drop downs that are incomplete, SAVE and CLOSE, then re-open the new...0
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Put "assigned to" back in the action summary in the constituent record view
The individual(s) assigned to the action used to be part of the summary in the actions tile in a constituent record, but isn't there any more. It is helpful to get a first glance of what recent actions a gift officer completed, or who was the most...0
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Offer an 'Insufficient info' flag in Duplicate Management
I have huge numbers of constituents that I cannot confidently say are or not duplicates as there is insufficient data. I.e. Joe Bloggs with the email address joe.bloggs@gmail.com may or may not be the same person as Joe Bloggs living at 123 Green ...0
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Export constituent to Outlook Contact (.ics) file
Please enhance NXT to include a button that would allow one click creation of a Microsoft Outlook (and others) contact file with Name, Address, Email and Phone numbers. Many times I need to make donor calls based on NXT research when I'm unable to...0
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Add Create List option to Lost Addresses in Address Finder Results
If we could move these people to a list, we could then view other items, like last gift, constituent codes, etc. to see if they require more investigation or they can be left on the lost list with no addresses.0
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Add Organization field to an Individual Constituent Record
We have all our individuals linked with organizations, but it would be so much easier to also have an "organization" field on Bio 1 so that when I open records, I can clearly see where they work or what org. they're affiliated with (without going ...0
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NXT constituent report like in Database view
We would like to be able print profile report in NXT like in database view0