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Education fields in web view
Bring all of Education from database view into web view, and allow querying based on the school's name. In web view, if we are querying by school (for instance, which of our high school graduates attended University XYZ), right now we can only que... -
Make it more obvious when an individual/org is a non-constituent in webview
When an individual (or org) is a non-constituent, please make it more obvious in the actual constituent's relationship tab like making the non-constituent's name appear in italics or a different color. Also, on the non-constituent's record, make i... -
Freeze Name at Top of Constituent Record
Would it be possible to "lock" the constituent name, along with constituent code, ID# spouse name etc at the top of the screen as you scroll down through the tiles of a record? In database view we always have the name on the bar across the top of ...Planned
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Gift Lists need to update faster on constituent records in NXT
As we move over to NXT from database view we are having workflow problems with the gift list on a constituent record. If we add gifts they may not show up on a persons record for 10-15 minutes. This becomes a problem when we have a pledge and a pl... -
Move delete constituent option away from editing constituent codes
I was editing constituent codes on a record and my mouse slipped to "delete constituent." Those two features should be separate. You should never be able to accidentally click on "delete constituent"!Reviewed: Voting Open
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confirmation pop up before deleting contact info
The delete and edit buttons are small and adjacent so it is easy to accidentally hit delete rather than edit. There should be an "Are you Sure" pop up before the system deletes address, phones, emails.Reviewed: Voting Open
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Add more column options in gift lists now that it is the giving summary on constituent records.
Things like if the gift is anonymous is not currenlty and available column. We need more standard gift columns available to make this more useful. Without more columns we will have to pull queries which many of our users don't use or don't have ac... -
Add Advanced Search Functionality in Webview (Similar to Database View)
It would be extremely beneficial to enhance the search functionality in Webview by adding an "Advanced Search" option, similar to what’s available in the Database View. Currently, the Webview search is quite limited and often returns partial or ov...Planned
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Please add the ability to add a constituent's age in record without having to enter a birth date
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Have a copy icon for data in NXT
Have a small copy icon beside fields like constituent ID, email, phone #, addressee, salutation etc so that data can easily be copy and pasted as needed.
