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Functionality to create Constituent Batches in NXT
Currently batches for gifts can be created in NXT but not batches for adding new constituents, unless you take the time to switch into Database view. If you want to add a new constituent in NXT it must be done manually and one by one through a pop...0
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Expand Constituent Summary Alias section so that it doesn't word wrap after each word
When entering an Alias for our organizations the Alias Section word wraps after each word entered creating an alias that is 3-4 lines in height for one business name. See attached image.0
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Ability to add a note to a constituent code
When we have the ability to add, edit and delete constituent codes in NXT I would like the ability to be able to add a note to the code. Instead of adding to and from dates we change a constituent's code when their status changes. For instance a C...0
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Ability to view and edit Fiscal Year Starts (field) for Organization records in NXT
Our Corporate Team fundraisers would like to be able to view and edit this field in NXT. This can be recorded in the database view on the Org1 tab. However, this field does appear to be available in NXT.0
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Make "Add as A Constituent" option easier on relationship screen
Currently the process to add a relationship does not provide an "add as constituent" option on the creation screen, rather you have to reopen the relationship and then click add. Please make this checkbox part of the initial creation screen as w...0
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Better Management of Parent/Child Addresses for Alumnae Organization
We are an all girls school and I wish we had a function or tag for addresses for head of household like you have with Spouse Records. I have had to develop mailing attributes to accommodate the issue of the children living with the parent. We only...0
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Adding Relationships - I can't pull up my entire table of relation codes
I like the ability to add relationships in NXT, but it will only allow me to add part of my relation code table. Will it only allow a certain number of them? -
Order of membership list under constituent codes
There's a panel for memberships but they also appear underneath the constituent codes on the top right. If the membership isn't active it shows the earliest membership date and we'd prefer it to show the most recent so we know when the person was ...1
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Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Webview
Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Web-view to more accurately reflect duplicate management in the database view.0
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Communication Preference Dates (and other metadata) Should be Usable in the Database View
There's no purpose to the date fields in Communication Preferences--they don't seem to do anything and worse, they communicate to those who can do the data entry on them that they do! For example, if Do Not Mail is entered with an End Date of 7/1/...0