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Option to choose Preferred City, State AND Zip vs. only Preferred City, State
Would it be possible to have an option to select not only a constituent's preferred city, state but as well as their zip within that string of data? I have been selecting each field (Preferred City, Preferred State, Preferred Zip) when I realized ...0
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Create chat integration or Chat module to connect with staff about donors
I would love to see NXT turn into a more team-friendly CRM. It would be great to chat back and forth with the Development staff in a 'Chat' module simillar to many other CRM's. We would be able to tag each other on certain Donors, Gifts, Opportuni...1
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Export Consituent Contact to Outlook .vcf file
Create a "Export Contact" button that would build a outlook contact record (.vcf) card containing contact information. There are many times I know I'll need to reach a constituent away from the office, creating contact file from NXT data and enabl...0
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More general and better functioning constituent search within relationship records
When I add a relationship and I enter a name in the search function I am constantly battling the fact that Raiser's Edge does not pick up, or randomly decides to delete the letters I type. Honestly, I watch the letters disappear randomly from my s...0
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Enable Complete Deletion or Modification of Volunteer > General Info through Global Change
Per KB 117970, i t is NOT possible to remove a Start Date or End Date from the Volunteer record. It will return as an exception in a Global Change regardless of the selections made. This is a limitation of the Volunteer Module. Global Change needs...0
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Allow Organization names to display w/ out contact info, the same way as Individual's name displays.
For succinct and effective workflow when reviewing a portfolio of donors, it's helpful to remove superfluous contact information of a record so that just the name appears. For an Individual record, you do this by removing the column for Constituen...0
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Insight Reports - Add template for Notes report
Report to be run by supervisors to view recently added solicitor (fundraiser) action notes.0
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View constituents in data base directly from Web View
It would be great if I could pull up a constituent in the data base view directly from their record in the web view, so I could go directly to them, rather than having to search again in the database.1
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Inactive Constituents show up on RE Phone App
I have users on the road who need to see the information of a constituent marked "inactive." The phone app doesn't seem to have a way to include those folks.0
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Make date field entry align with db view date field entry
If you are working in db view and want to enter a date for this month, you can just key in the digit(s) for the date. Ex. key in "5" and it will auto fill with 4/5/2021. "515" will auto fill as 5/15/2021. In web view, if field has current date, en...0