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Make Business Address Primary When You Create Relationship and Check "Primary" Box
When you create a new organizational relationship for an individual (i.e. new primary business), if you check the "Primary" ox for the address, it does NOT make the address primary. If this is their preferred address, you have to: Create the Addr...1
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I would like to be able to print one envelope or send one address to a label printer.
It would be great to just be able to go into one record and be able to print an envelope for that person or one label from a label printer.0
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Make Majors a field that can be integrated from NXT to RP.
Currently for education the only areas that are synced from NXT are School and Degree, but not Major. Many of our BAs and BSs are then filtered out to specialty such as Economics, Journalism, etc. but we can't filter down that far.0
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Currently, the option to view the "and two more" in RENXT isn't available in the Education section.
When in NXT and looking at the Education section and the academics says History and two more why can't we view those other two items? We have to go back to the database view to see them. This should be an easy fix and needs to be present in NXT.0
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Move Annotation to Middle of Record and Highlight It
When our users open a constituent record that has an annotation/alert on it, they don't feel that the annotation stands out because of the color scheme and the location. Would love to see the annotation pop up in a red or yellow box and possibly i...0
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"Sticky" filter choices on constituent record tiles
The filter option on constituent record tiles is helpful, but the filters would be much more helpful if there was an option to make them "sticky" -- with the filter staying in place while moving from record to record. Some of our users, for exampl...0
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Constituent Location by Radius Filters
After setting a particular radius around a location/constituent, is there a way to set a filter on the list of constituents within that radius of the location/constituent based on shortest to furthest distance and vice versa? For example, please s...0
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Add a way to track records that have been merged so you can run a query/report and delete all merged records
I have been merging records in web view when I'm alerted to a possible duplicate. I didn't know that I had to keep track of the constituent IDs so I could enter them into a query. There should be a way that NXT tracks the inactive records that hav...0
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Have a connections with MS Office, for exemple To Do or Planner
No description provided0
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Add Enter key Functionality to Constituent Lookup in RENXT Webview - or Visual Feedback
When looking up constituents in RE db , users must hit Enter. When looking up constituents in RE wv, users must NOT hit Enter. There is nothing to tell users not to hit Enter in webview lookup and no indicator that RE is in fact looking up their r...0