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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
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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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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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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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[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 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