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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?2
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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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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
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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... -
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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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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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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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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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...