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Alpha sort of constituent records in NXT based on same rules in Database view
Currently, if you are looking at a list of Org records that start with The, NXT sorts by "The" rather than using the sort function set up in the database view by putting a slash in front of the word you want to sort by.0
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Increase the batch size of giving statements for emails or PDFs
We're getting ready to email/print giving statements for 2021 for all of our donors. We have nearly 2,500 donors that we'll need to send statements to. A vast majority of them have email addresses so we'll send them electronically, and then genera...0
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Expand Relationships in NXT to be able to see contact info easily
When you go into NXT to find contact info for a business, it is blank as most of the info is under relationships. It is tedious to click on the person and find the info. Would be much easier if you could just click on name and it would expand to s...0
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Put back the Action Customized fields in RE NXT Outlook integration
In the recent "improvements" our ability to use custom fields in Outlook integration has been removed. Our provided work around was to direct our users to DB view. BB told us on implementation to keep users out of DB view. Now I'm confused how to ...0
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Add more Add/Sal options to the Customization Options in Mail Merge
In mail-merge under "Fields to Include" there is Addressee/Salutations.Donor Addreseee, Addressee/Salutations.Donor Salutations, and Hon/Mem. Tribute Addressee/Salutations etc... After selecting options on one of those field, you may select up to ...1
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Date Field with Constituent Summary Note
We use the constituent summary note a lot in NXT, primarly for frontline staff to give a brief synopsis on the strategy for their prospect. It would be helpful if there was a date field that was accessible so we could see when it was last updated....1
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Auto-Save feature for long notes in progress
Sometimes our gift officers are writing long notes/contact reports and either because they walk away from their desk/on mobile or accidentally click out of a record, the note is lost. An auto-save feature like Microsoft Office has for docs which p...1
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Use the dropdowns when adding addresses to prevent typos and enforce RE security in NXT
In my case the issue is NZ Suburb and NZ City but I suspect it will also affect City and State and I am sure others are worried about typos in address fields messing up code tables and flowing into reports etc. Even users without permissions to ed...1
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Enter one action in for both constituents in a couple
It would be great to be able to add one action on a record and have a button or option to click Add Action to Relationship and have a drop down menu for choices of relationship. This way you are not having to copy and paste into several constituen...0
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Note/Action added by box
We have multiple people working with the same constituents. We need to be able to track who added information to a file. Therefore it would be useful to have boxes in both the notes and actions records where the name of the person entering the rec...1