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List criteria for attachment
Need to find who has any attachements in NXT.Reviewed: Voting Open
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Display constituent code IDs in NXT
Current there is no way to see the ID of the constituent code, just the description. We need a way to view the ID in NXT if, as database admins, we are to ever stop using database view.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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Copy automatically an email from outlook straight into action tab of constituent including CC, BCC, and attachments.
You can see the complete action taken, who else was involved and any attachments you sent without reaching back into someone's old email archive, such as an old staff member.Reviewed: Voting Open
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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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Add Education tiles back on non-constituent relationship records.
No description providedReviewed: 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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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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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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Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.Reviewed: Voting Open