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Head of household indicator in RENXT search results preview (search bar dropdown)
For the search results preview dropdown, it would be nice to have an indicator for either HoH or "not HoH" on the search results preview similar to the "(deceased)" indicator. This would really help when searching a common last name and would help...
Created 30 Nov 22:36 by Kevyn Barnes
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6
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Ability to search for a constituent by address as in database view.
It is often helpful to me to be able to enter in an address and see who pops up. It helps in finding duplicates and sometimes we just need to be able to find out who lives at a certain address.
Created 23 Jan 21:55 by Guest
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8
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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, ...
Created 03 Nov 19:30 by Guest
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7
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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.
Created 26 Sep 13:47 by Justin Barrett
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Constituent Search on a map with Drive-Time radius
I'm often asked for a list of people who live/work within an hour of a certain place. (As opposed to a certain mile radius.) It would be so great to be able to see a list of donors who live within a half-hour drive of a conference location, or peo...
Created 17 Oct 17:52 by Tara McDonough
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6
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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.
Created 08 Jun 11:57 by Guest
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5
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Need a "State" column in search result lists please!
Am aware there are other requests for this - when I search for a constituent by name I get all the "smiths" in Australia but I need a "State" column to be able to identify those I manage.
Created 17 Jul 01:53 by Guest
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When I search for a record, if I get an exact match, just open the record so i don't have to click on it in the list of one
When searching for a record, if I find one and only one match, don't force me to click again to open it. Maybe a user preference?
Created 07 Mar 16:47 by Guest
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7
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email a link to the RE:NXT record?
Just writing an email to our CEO and wondered if it's even possible to do this...rather than tell him that the record he wanted is now created in RE and can be found searching for either of two names (I used to include Constituent ID...=) ), I wou...
Created 03 Nov 15:14 by Jen Claudy
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5
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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...
Created 03 May 14:42 by Gary Cook
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