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Scan Documents directly into Attachments
It would be helpful if we could scan attachments directly into Attachments in NXTReviewed: Voting Open
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Attachments should be able to be uploaded for opportunities
When creating an opportunity, it would be helpful to be able to attach the written proposal that was submitted to the prospect.Already exists
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Automatically add note when a field changes
It would be helpful if a note were automatically added when there is a change to a field. Example: When a constituency code changes, an automatic note added would be very helpful since we don't always remember to add the manual note. When we do a ...Reviewed: Voting Open
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Is Contact selectively appears in web view
When setting up relationships in database view a individual relationship to an organization can be marked as "Contact" - and no contact type assigned. When this is done from web view on the relationship (when you select edit relationship) - there ...Reviewed: Voting Open
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List criteria for attachment
Need to find who has any attachements in NXT.Reviewed: Voting Open
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Have Opportunity Name be a column choice on the Portfolio tab
Have Opportunity Name be a column choice on the Portfolio tabReviewed: Voting Open
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Ability to hide Gender field in NXT
Many organizations are choosing not to track gender for their constituents. Some are choosing to track pronoun instead, and others are not tracking any data related to gender identity. Please make it easy to remove the Gender field from view in NXT.Reviewed: Voting Open
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Profile Photos - Pull from Online Presence
If the constituent has a social media linked to their profile - it'd be great if their photo was pulled from their profile photo from these links without manually adding them. And/or add profile photo as a filter to a constituent list, so that i c...Reviewed: Voting Open
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Links to NXT Web links for constituents etc in database view
Within the database view it would be quite useful to be able to have a menu item for a direct NXT web view link so that you can bring up what you were working on in the web view - you copy the link and paste into a browser instead of having to go ...Reviewed: Voting Open
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Be able to export Consent data
It would be handy to be able to have consent as an export action, currently we do this from queries and we get duplicate records but the export doesn't allow us to include consent data in such as source in the exportReviewed: Voting Open