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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.0
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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...0
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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.1
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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...0
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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.0
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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?0
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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...1
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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...0
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Search idea bank by creator
I sometimes see a question in the Digest and want to find the idea created by xx and then see other ideas by the same person. It is challenging to find what I'm looking for in Idea Bank.0
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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.0