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Setting to Specify Other Name Formats order in Constituent Summary tile
I'm working with an org with many additional add/sals/Other name formats. The less clicking the better for fundraisers, and they would like to be able to set the order in which additional add/sal types are listed before they have to click to see m...1
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Adding contact in NXT needs to automatically click "Print organization name with address" in RE.
When a contact is added to an organization in RE, the checkbox for "Print organization name with address" is automatically checked. When a contact is added through NXT, this box is unchecked in RE. This is causing problems because I have other sta...0
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Keep "Only Show Contacts" selected in Relationships under Constituent
Our organization has a lot of relationships saved under constituents. Having the "only show contacts" box stay selected would save team members time scrolling through the names/always rechecking the box.0
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Search Contact Name for Organisation
As contact for an organisation may not be a consitutent, just the contact you cannot currently search for their name and have the organisation appear if the name brings up pages of names, the relationship name will not appear at all as you dont ge...0
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Adding Additional Addressee/Salutations
It would be nice to be able to add other addressee/salutations in NXT in addition to the database view, so that our Relationship Managers can make updates directly from NXT.0
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Data Health Address Finder - Add rules to remove abbrevation in address before importing
Our organization does not use abbreviations in addresses (eg Ave, Blvd, St, Ct). Would be nice if we can turn on a rule that removes abbreviations in an address before importing new addresses.0
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Having a link in Constituents record to open Database record and vise versa
Since we currently use both platforms, it would be nice if when we were in database we could click the name of the person and it opens up their NXT record and vise versa. Instead of looking the name up twice in both search bars. Thank you!0
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Relationships Scroll Numbers Should Show How Many Total Pages
The scroll numbers at the bottom only show 4 numbers (1-4 or 5-9), but don't show the total amount (1-4 of 20). It would be helpful to see how many pages there are, and to have a button that takes to you the beginning or end so you don't have to c...0
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Don't put data in blue that cannot be clicked or drilled-through for more information; it's confusing
At the top of the Giving tile, the topmost stats are in blue. This is confusing because usually blue (and red) are used as color guides to indicate to the user the number/amount can be clicked on for more information/the detail behind the number a... -
Capture DOB on OLX web form
It would great if DOB was captured via the OLX web form and be saved to the constituent record. At the moment we have to capture it as a gift attribute and manually transfer across the record.0