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Vote
Display Primary Business Information on top of Constituent profile on NXT
It would be great to see what a constituent job title is when opening a record. I think picture, name and fundraiser are great but adding a line with primary business information would also help having a better understanding of the individual at a...
Created 26 Mar 08:22 by Federico Ippoliti
Constituents
0
Reviewed: Voting Open
6
Vote
Multiple Primary Employment
For designers and journalists, many have mulitple primary roles. They could freelance as well as have a premanent position. Currently NXT only allows one primary employment relationship. This would assist any fundraiser/alumni specialists in the c...
Created 01 May 23:13 by Jim Klarner
Relationships
1
Reviewed: Voting Open
2
Vote
Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.
Created 04 Oct 16:06 by Tania Pinard
Relationships
0
Reviewed: Voting Open
3
Vote
Restrict deletion of Prospect Status in Web View and Database View to certain users only
Currently all users can delete current or previous Prospect Status in Web View. Ideally we could choose which Roles had access to deleting Prospect Status in Web View and Database View.
Created 25 Aug 09:06 by Emma Goldsmith
Constituents
0
Reviewed: Voting Open
1
Vote
We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category
Created 08 Nov 21:34 by Gianna Gordon
Constituents
0
Reviewed: Voting Open
7
Vote
Allowing 'contains' as an operator for table fields in a query
We have thousands of courses / degrees listed on RE, as students can combine subjects. At the moment if I want to run a query on students that have studied Law, or any subject 'with Law' I have to go through and manually select them all using the ...
Created 15 Feb 13:34 by Guest
Education
0
Reviewed: Voting Open
4
Vote
Duplicate constituent tools should re-search when new data is added
If you mark two records as not duplicates, because you don't have enough information, maybe just a name but no address/email - you might want to mark them as not duplicates so you can go through your list. But if new information is added to the re...
Created 23 Jun 14:44 by Rachel Kulsdom
Constituents
1
Reviewed: Voting Open
4
Vote
Duplicate constituent search based on email address
No description provided
Created 23 Jun 14:34 by Rachel Kulsdom
Constituents
1
Reviewed: Voting Open
1
Vote
Synch Prospect Status and Assigned Solicitor from NXT to ResearchPoint fields
It would be great to know who is already assigned in ResearchPoint when doing prospect analysis
Created 05 Nov 21:30 by Reuben Schmitz
Constituents
0
Reviewed: Voting Open
6
Vote
View a fundraiser's total gift credits on their constituent record
It would be very useful to have a tile on the constituent record which shows the total amount they're credited for as a fundraiser in comparison to their goal. At the moment we can just see the total they've donated themselves Even better, if we c...
Created 18 Mar 16:22 by Guest
Constituents
0
Reviewed: Voting Open
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