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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...0
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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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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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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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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
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when you export the action or portfolio lists why doesn't add all previous notes and details of actions?
Helps when reporting out my progress or outstanding progress in excel form to my SVP who doesn't log onto RE.0
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Be able to add a consent button to show which donors have given the organization permission to print their name in an annual report
It would be useful because then you can make a couple categories that you can send a merged email to verify that it's still ok with the ones that gave permission previously.0
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Better filtering / prioritizing custom fields
Right now when you add a custom field in the RE NXT web view it automatically is added to the end of the queue. Clients would like the ability to prioritize how they are shown on the tile, e.g. by newest, oldest, alphabetical by category AND /OR t...0
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Add additional operators to the constituent code date field in NXT List filters
I tried to create a list of new parents in NXT based on the filter of 'as of' a specific date, and found that the 'as of' field is functioning as a 'this is the code on this particular date' instead of a 'starts on this date' like the constituency...0
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Link a Primary Foundation/DAF like a Primary Business
It would be great if we could link a primary family foundation or donor advised fund to a donor the same way that we link a primary business. Then, when a user went to review their record, they could clearly see their Primary Business and Primary ...0