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Auto add 'Print position' to new business information coming through NXT
Trying to run mailing exports from the database view after I've asked colleagues to update NXT with business information. I've discovered that the 'print position' field doesn't get ticked when the position is input. When you run letters or labels...1
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Creation of professionally formatted documents
It would be useful to communicate updates with constituents and ensure accurate information so proper contacts and follow-ups can be maintained.0
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Add profile photo for spouse
Right now, I try to find profile photos of a couple together to add to the HoH/main constituent record so it shows both of them but the photos end up small. RE could instead pull the constituent photo from the spouse record, maybe as a smaller cir...0
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Specify Solicitor Type for Portfolio in Work Center
Hi- I love using work center but it shows a much larger portfolio size as it doesn't allow me to limit for those who I'm the primary solicitor. In our organization we also track staff solicitor for supporting or other roles. I would prefer to limi...0
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Update Contact Types that records can have
We should be able to note someone as multiple contact types and then pull upon that data in the query view. So that if I have someone who I would reach out to for 2 different events I should be able to note that in the contact section of their rec...0
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Automatic Shared Relationships and family tree view on NXT
Our organization is one that is very family-based. We have multiple members of the same extended family come to our camps, and for fundraising purposes it's often helpful to know who is related to whom. NXT and RE should have the ability to automa...0
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Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...0
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Save emails as note
The installed version allowed emails and letters to be saved as notes automatically when sent/printed. RE NXT does not.0
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display city state for organization in Relationship tile
We have a large number of organizations (churches specifically) with the same name, so it would be helpful on a constituent's record to see the city and state for that Organization in the relationship tile. Currently all that is displayed for an o...0
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Assigned Fundraisers - Show Current
Allow users the option to set the "Show Current" check box default in the Assigned Fundraiser section the way they want. I want to see the past history and each time I have to go into a record and uncheck the box in order to see inactive fundraise...0