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Add "Class of" and other possible helpful fields to record result when using Duplicate Constituent Mgmt Tool
Our organization is a school. When searching for duplicate records using the Duplicate Constituent Management Tool it would save quite a bit of time if the field "Class of" was included in the resulting records. Currently when determining if recor...0
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Make the Alert pop-up more prominent.
It's all the way on the right side of the page.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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Too many clicks to complete merge in DCMT
1) Once you decide what to merge, you cannot hit the enter key to activate "Merge" now. One must use the mouse. Please allow for the enter key to be used. 2) There are three confirmations. That is two or three too many. These should be combined in... -
Customizable recurring gift options
We would love to have the option to rearrange the order of the recurring gifts that appear in the drop down. For instance, the default is "smallest to largest." We have weekly and monthly options listed, so weekly shows up first, in the drop down....0
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Automated Calling System
It would be great if NXT had the capability to make outbound calls through the system and then update actions right away - right now we use a separate online program for this and then have to export the information from there to excel in order to ...0
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Conditional List/Report/Analyze & Email Subscription
Taking the dashboard emails subscription one step further - allow users to set up criteria on lists or reports that trigger emailed notifications rather than just time periods. I saw another idea regarding new donation report, but new gifts >... -
Being able to create a list and have two separate columns in RE NXT Lists - one for Relationship Manager and one for Staff Solicitor
Being able to create a list and have two separate columns - one for Relationship Manager and one for Staff Solicitor. This would be helpful because if a Solicitor has 2 relationship statuses. I would like to pull a list that shows the number of pr...0
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Have the ability to create a List from groups and tabs in the Work Center
I would love the ability to create a list based on a group in the work center. My exact use-case... right now I am trying to segment 160+ past due actions showing in a fundraiser's work center, however because the actions themselves aren't assigne...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