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Edit Existing Education Doesn't Include All Data Present on NXT
When adding a new Education entry on web view, there are additional tabs available to the left (Education details, Course Information, Custom Fields) which are not present when you click to edit an existing Education entry. It isn't possible to ad...1
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Format Business Phone Number in Web View
Please format the Business phone number in the Contact information tile in RE NXT web view to (XXX) XXX-XXXX ext XXXX or something similar. Currently, the Business phone number appears as XXXXXXXXXXXXXX (one long string of numbers) which is confus...0
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Batch in NXT needs to be as robust as DB view!!!
The Batch feature in DB view is formatted to help SPEED up & SIMPLIFY multiple gift entry & for organizations with hundreds of gifts a month to enter, this is essential. Gift Data Entry as is currently available in Batch for NXT is equival...0
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Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...0
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Allow for "business" and "home" address types to be edited/ made inactive
Allow for "business" and "home" address types to be edited/ made inactive. We have other titles we'd prefer to use this, and we want these types hidden for data cleanliness.0
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Open up Relationship Record and see Position field
When you open up a relationship, there is no position field showing. I know the position is available by using the drop-down but it should also show when you open up the the relationship record0
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Allow user to hit enter in webview when searching a constituent
I waste a lot of time looking up constituents because, out of habit and database view use, I press enter after typing a name. It shouldn't matter if I press enter or not. Please fix this!5
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Add custom field section in non-constituent record.
Custom fields are not available on non-constituent ore relationship records. We need to add this in NXT.0
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Add primary name formats (Primary Addressee and Primary Salutation) as an output field in Constituent Lists
Please add fields such as gender, nickname, Primary Addressee, etc. as both output fields / "columns to choose" and filters in RE NXT lists. This is going to become more and more important once the ability to export lists as CSV files comes online...53 Reviewed: Voting Open
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Option to hide fields not used from the Constituent Summary tile
In the last update for NXT, five new fields now crowd the Constituent Summary tile. Birthplace TargetIncome Ethnicity Religion As can be chosen in database view, these fields can be hidden so that they don’t appear on the Bio 2 tab, I would love t...16 Reviewed: Need Further Info