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Include unit identifiers in NXT web view search by address.
A new feature of NXT web view is that you can search for a constituent by "street number and name" to find a record. However, the search fails if there is an alpha unit identifier e.g. 100A Main Street. Even dropping the identifier and searching f...0
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Interchangeable use of &/and in searching
One of our staff members had an issue finding a constituent because of how RE NXT handles the use of &/and. For example, when searching Joe and Jane Smith, nothing was found. This is because the record was added as Joe & Jane Smith. We wou...0
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Allow Editing in Search Bar
If I try to highlight a selection and change what I'm searching for in RE NXT, the search bar disappears and I cannot edit what I've already typed. This would be helpful to be able to do if I'm trying to check if a constituent exists in a database.0
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Ability to prioritize constituents that show up in search
It would be great if the search function can prioritize records that have "priority" constituent codes (such as Board) - so if there are multiple John Smith's and one is a Board Member, that record is the first record shown on the search results.0
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Add CTRL-Enter functionality to NXT Magnifying Glass search.
After entering data in the magnifying glass in NXT, allow users to use CTRL-Enter to search (since Enter calls up the last successful search). This same approach is used as an option in Outlook (while composing a message, Enter means "go to the ne...0
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Make constituent search always be on display (persistent/sticky), under the omnibar
Instead of making us click on the looking glass, then typing in the search criteria - why not have the name search be on the screen permanently? Then, I can just type in what I'm looking for, instead of having to click first. It's bad enough press...0
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it is not possible to remove all addresses from web view and it is also not possible to add a blank address in web view
It is not possible to remove all addresses from web view and it is also not possible to add a blank address in web view. One must have db view to remove addresses. Please make it possible to remove (not just inactivate) all addresses in webview.0
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Predictive search at the Portfolio level
I would like the predictive search that governs the complete database to be implemented in the portfolio section as well.0
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Remove all references to backing up in KnowledgeBase
Many articles suggest/require that admin back up the database before performing actions. However, your own staff suggest that is not necessary and in fact backing up as an admin is quite difficult. Please remove that suggestion. -
Relationships unclear
When creating relationships with organizations, make it much more clear both in the database and in the import instructions which is the "relationship" and which is the "recipricol." After spending a lot of time with tech support we still got it w...