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Allow for Participant Notes in Events
Please add a Notes column in the Event Participant List screen for adding important information such as 'high-level donor' or 'has a private foundation'. These would be helpful in building relationships at the Event.0 Shipped
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Lapsed Donors
The fundraisers would like to see those assigned to them that have lapsed based on dates.1 Shipped
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Duplicate search when adding a new constituent
UPDATE Sorry! It looks like the webview does look for duplicates. After entering the first and last name RE NXT starts to look for duplicates and shows possible duplacates at the end of the screen.I was testing this using myself and it seems that ...2 Shipped
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Don't filter the linked actions on a constituent record to only opened actions
This is something that baffled all of my Giving Officers and most of the Data Team. When we click the hyperlink on the Notes and Actions tiles to see Actions only, it automatically filters to only open actions. This seems counter-intuitive when yo...2 Shipped
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Sort the Communication Preference List by Alphabetical
In RE Database View, the Solicit Code list is sorted by however the list is setup in Configuration Tables. However, the order for Communication Preference in NXT seems to be completely arbitrary (see screenshot). This view is very disjointed and i...0 Shipped
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Ability to change address and contact info in NXT
Would like the opportunity to change contact information in NXT to make it easy when we are on the go and need to make an alteration to a constituent record for email, phone and address.1 Shipped
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ability to filter lists by org or individual
It can be helpful to only have either orgs or individuals in a list so a way to filter them out would be helpful.0 Shipped
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Place business name and address near the top
Our solicitors would like to easily see the location as they plan visits. Some people live in one state and work in another, so home address alone is not enough.2 Shipped
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Show Campaign/Fund/Appeal on Assigned Fundraiser tile
When looking at the list of Assigned Fundraisers on a constituent record, it would be great to see the Campaign/Fund/Appeal assigned to that fundraiser. We use fundraiser type to indicate dev't staff vs. department staff, and use assigned fund to ...1 Shipped
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Participant List: Static Scroll Bar at the Top
I was wondering if it would be possible to add a static scroll bar to the top of an event participant list; similar to the scroll bar is the Constituent Lists. It would make things easier to view in the participant list if I didn't have to scroll ...2 Shipped