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Ability to have multiple different contact types and relationship types (or tags) on relationship records
We have several different campaigns and events along with stewardship pieces that require different contacts and communications with different people in companies. The problem is we can only assign one contact type and one relationship type to rel...0
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Add a more modern version of the database view Relationship Tree to the web view
For the fundraisers using the web view, it's all about relationships. They need the ability to see who knows who knows who without endless clicking among records. The Relationship Tree in the database view has an outdated look, but functionally it...0
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Easily export Organisational Contact person's email address - NOT the Organisation's email address
We regularly have a mix of individuals and Organisation contacts being invited to our events. I wish that there was an easy way to ensure that I could export the Organisation contact person's individual email address - not the main Org email addre...0
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Have the ability to see a non-constituent record's primary education information from the constituent record.
Currently in database view, when you open a non-constituent record their primary education Class Of is visible without another click. In order to see this information in web view you have to click into the non-constituent record, away from the mai...0
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On the database view we are able to add attributes/custom codes to a relationship. We cannot view those custom fields on the database view. Perhaps this function can be added with updates
No description provided3
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Primary Contact/Head of Household Indicator should be easier to query for
Primary Contact/Head of Household should not be buried inside of individual relationship records. Constituent and Non-Constituent spouses already have almost every other piece of relevant information included in the "Spouse" Category. Why is the "...0
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Relationships should give you more information about each relationship
I often use relationships to understand the family structures of our alumni network. As a summer camp often many members of the same family, or extended family, will attend our camps. When I press the more arrow on the right side of each relations...0
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Specialty field needed in RE NXT relationships
We are a medical school and need to track constituents' medical specialties. In Raiser's Edge database view, there is a field under organization relationship for specialty, but there is not one in NXT. It has to be added manually under Notes. We'd...1
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Birthday notifications!
It would be great to get birthday notifications for donors, so we could send them a birthday card in advance of their birthday.0
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Merge Non Constituent and Participant Records
It would be great if we could merge Non Constituent and Participant records together!!! We have tons and tons of duplicate records and it's a mess when we try to apply gifts to records.0