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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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6
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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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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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Search Inactive Emails in Omnibar
As of right now we cannot search for inactive email addresses of phone numbers, which makes us more prone for duplicates in the database. Would love to be able to search for multiple data points in the omnibar, including inactive email addresses a...
Created 10 Jan 16:44 by Jessie Salpeter
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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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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...
Created 07 Aug 14:18 by Guest
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I recommend to add the Auth. Code. as a searchable term.
In case that we just have a receipt of a payment, without any other information of the constituent that made the payment, it would be great that we can put the Auth. Code. in a Search bar and find the information of the constituent.
Created 03 Jan 19:31 by Guest
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1
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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...
Created 15 Dec 15:39 by Sarah Marcotte
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2
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Remove requirement for middle initial when searching for a constituent in NXT dashboard filters
Want to have a quick summary view of insights on constituent giving history. To select one person you need to know their middle initial if it is on their record. So, you have to look them up and defeats purpose of quick summary.
Created 18 Feb 01:16 by JoAnn Strommen
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