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NXT email open data added to email tile of constituent record
Please add the ability to view if a constituent opened a particular email onto the constituent record. This data can be viewed from within the internal messaging system of BBNC. If this is added to RENXT the email marketing area will be easier for...
Created 15 Jun 21:02 by Cooper West
Constituents
0
Reviewed: Voting Open
2
Vote
Alert/notification when donor hits certain milestones
For example, when someone has been giving for over 5 years or has given more than $5,000 and when we process that gift, RE would automatically pop up an alert/notification.
Created 14 Jun 01:15 by Guest
Constituents
0
Reviewed: Voting Open
2
Vote
Update address type when changing for a shared address
When I am updating addresses, I would like the address type to update as well. I prefer to keep historical data of addresses, so I change an address to previous then add new address (very similar to when data is brought over from Core in Connect R...
Created 07 Jun 16:01 by Guest
Constituents
0
Reviewed: Voting Open
6
Vote
Show good addresses first and bad addresses farther down the list.
I should be able to see the primary address first, then the other addressed in order with GOOD/VALID/ALTERNATE/SECONDARY etc. addresses next, and LASTLY any bad or "do not mail" addresses.
Created 03 May 20:11 by Guest
Constituents
0
Reviewed: Voting Open
4
Vote
Business Rule to update Marital Status when adding or removing a spouse on a record.
Users will often add a spouse to a record or remove an existing spouse record and forget to update the Marital Status field. This results in individuals who are married still showing a Marital Status of Single or individuals who are now single/div...
Created 02 Nov 14:40 by Tricia Bunker
Constituents
0
Reviewed: Voting Open
7
Vote
Add the Prospect fields to the Spouse folder in query
Enhance the spouse query folder by adding the Prospect fields. This change would eliminate the need to conduct a series of complex Excel exercises to identify records that require repairs to improve data quality (to fix issues related to trying to...
Created 06 Dec 18:15 by Guest
Constituents
0
Reviewed: Voting Open
8
Vote
Include Total Given Field for Appeals
Within a constituent's record, it would be very hepful to see the "total given" field (that you can see in RE7), so that you could see at a glance if they gave in response to specific appeals.
Created 12 Aug 18:07 by Guest
Constituents
1
Reviewed: Voting Open
4
Vote
Filter and sort by constituent summary information in constituent view
Need to have the same level of filter and sorting capabilities as in the Database view. The fact that you can't sort in constituent view by email is crazy
Created 14 Oct 17:41 by Guest
Constituents
0
Reviewed: Voting Open
2
Vote
When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...
Created 16 May 14:57 by Matthew Nareff
Relationships
0
Reviewed: Voting Open
6
Vote
Add default primary address copy when adding new relationship record in NXT
Though one can add a new relationship record in NXT, there is not a way to copy a common address into the new record. One must manually type in all address information even if it's the same as the constituent record.
Created 28 Feb 22:51 by Doris Nelson
Relationships
0
Reviewed: Voting Open
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