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Filter Search in Constituent Records to not list orgs
Would love to be able to filter in the record search for an individual or org. I want to see just [individuals] with specific last name without getting organization with similar name or be able to just get only orgs when searching.Reviewed: Voting Open
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Hide inactive contacts from results in top search bar.
Our solicitors keep having multiple results show in the search from contacts who have been merged or marked inactive. These old/inactive contact profiles muddy the search results and negatively effect our workflow.Reviewed: Voting Open
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Ability to do a non-special charactered search of constituent records that use special characters
Our organization works in Latin America and has many constituents with special characters in their name. Right now, our organization just adds a "without accents" alias so that we can properly search for them and not accidentally add the constitue...Reviewed: Voting Open
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Adding system fields in query options
I would LOVE to have the option to query on system fields in RE/NXT. It was something that was available in BBCRM, and it provides a granular look at what's happening on records and who's doing it. It would be so useful for things like prospect st...Reviewed: Voting Open
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Allow "one of" from <ask> to accept more than 200 entries
When using "one of" in query, we can paste in up to 500 entries in the drop down list. It appears when using <ask> and then selecting "one of", the maximum number of entries is only 200. I have a simple query that I did a "one of" constit...Reviewed: Voting Open
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Ability to search aliases for spouses or S/O.
NXT does not currently have the ability to search for an alias for a spouse or S/O. i.e. Bill instead of William. If someone searching only knows that person by Bill the record will not pop up.Reviewed: Voting Open
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Improving lookup function for "Constituent Name" data type attributes
RE offers a "constituent name" data type for attributes, allowing for a lookup of a constituent name for a field value. The NXT search for this feature is woefully inadequate. If we have 5 "Mary Smith" records, "Mary Smith" appears five times in t...Reviewed: Voting Open
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Back-date prospect statuses
We are slowly moving to RE NXT and were hoping to load some historical prospect status information. We never used the "Prospect Status" field in RE, but wanted to be able to show our front-line fundraisers how well this would work. Unfortunately, ...Reviewed: Voting Open
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Increase the number of recently accessed records on the Home page of web view
It would be useful for us if you could increase the number of recently accessed records on the Home screen of web view. 8 is a small number.Reviewed: Voting Open
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FIlter by week or "today"
Be able to filter gift date by : last week, yesterday, today, month to date, last month. That way you can keep the report as a Dynamic report.Reviewed: Voting Open