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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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Need to generate a list of NEXT YEAR'S students based on re-enrollment and new students
There are many times during the end of a school year that we need to send communications to the NEXT YEAR'S class of students and parents. Currently it is very difficult to generate a list of students that have already re-enrolled for next year al...0
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Additional Attachment Types to add to that list
I think that the current three choices "proposal" "photo" "WealthPoint profile" don't encompass enough possibilities of the types of attachments we all might want post. I'm thinking that there are a lot more choices needed. For example, "profile" ...1
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Show Excluded Lists within a List
It would be helpful to see what Lists I excluded from List, especially since the field choices in creating the list are not as robust as Queries in Database View. For example, I want a list of all my Club members, but I do not want Board Members o...0
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Change Edit Gift Amount to Edit Gift Information when working in a gift
The options are Edit Constituent or Edit Gift Amount rather than editing the gift information.0
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Add "backup" list of gifts per solicitor in the Goals section
It would be really helpful if under goals in NXT (on a solicitors record), you could click into that goal and see the list of gifts that add up to equal said goal! It would be much easier to find discrepancies than running a solicitor report in th...0
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Constituent's soft credit recipient's email Id need to be populated under soft credit query
Constituent's soft credit receipient's email Id need to be populated under softcredit query0
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Default to Assigned Solicitor as the Fundraiser when adding an Action
This would make it less likely for the Fundraiser to forget to add themselves to the Action.0
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Add marital status to NXT Constituent View
In the RENXT Constituent Summary, the system lists all contact info, name formats, personal info EXCEPT marital status. We are a church so it's important for our clergy, who use the NXT view, to see our marital statuses like divorced/remarried, an...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