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Add an option to view Relationships in List view
It would be beneficial to view spousal relationships as well as employer relationships within an NXT list for easy access to the information without having to pull up the individual record. We export a lot of these lists for colleagues to use who ...Reviewed: Voting Open
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visual network mapping
A visual map of social networks e.g. Jane works with Sam who goes to This Church with Lauren whose cousin is John. See how far/close we are from a prospect.Reviewed: Voting Open
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All information from the spouse's record in the database view carry over to the NXT view
It would be helpful for the front-facing fundraisers to have this information available in the NXT view and not just the database view. It would be much easier for them to access and view the information when they are with potential donors.Reviewed: Voting Open
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Expand "Relationships" in webview to match database view
Expand relationships in webview to match what's available database view. Currently there are only 2 in webview...individual and organizational. We need to add 4 more to match what we have in database view.Reviewed: Voting Open
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Ability to Filter on Relationship Type (Individual vs Org) and Sort by Relation
We have some (usually VIP) constituents with quite a few relationships (some over 20). We need to be able to view a list of just the organizations or just the individuals and then sort by relation so get what we need. Especially when they own mult...Reviewed: Voting Open
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Restructure Head of Household for families
As an educational institution we have several members of the same family at the same address (or a household of roommates). I would like to see a way to extend HoH or Primary Contact to entire households instead of just spouses. The spouse feature...Reviewed: Voting Open
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Marking deceased in NXT doesn't transfer gifts to spouse like it does in RE
We want gifts from a household to go to the living member, and thus can't mark anyone deceased in NXT because it doesn't auto transfer like it does in database view.Reviewed: Voting Open
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Add Relationship functionality (business or otherwise) to Spouse
When researching a set of Parents, BOTH spouse's relationships are equally important and impact the overall evaluation of the Family as a unit. Business relationships in particular are key determinants for evaluation in Fundraising & Solicitat...Reviewed: Voting Open
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Outlook App should attempt to create matches with non-constituent records - i.e. individual relationships
I recently added the outlook integration app for NXT. Many of my accounts are organization accounts with multiple individual relationships attached to them. The RE:NXT app in Outlook currently only looks at constituent emails to find a match. If I...Reviewed: Voting Open
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Make the relation & reciprocal relation fields mandatory in NXT
We have these fields as currently mandatory for relationships in database view, however there is not the ability to have this in NXT web view.Reviewed: Voting Open