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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...2 Reviewed: Voting Open
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Domestic Partner Field
If constituents are domestic partners in bio 1 tab- still seen as spouse with "spouse" button, in address tab- still listed as "spouse preferred address"1 Reviewed: Voting Open
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Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add default primary address copy when adding new relationship record in NXT
Though one can add a new relationship record in NXT, there is not a way to copy a common address into the new record. One must manually type in all address information even if it's the same as the constituent record.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Need the ability to see position and notes in a relationship record in NXT
No description provided0 Reviewed: Voting Open
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When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...0 Reviewed: Voting Open
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Add Anniversary DATE to NXT Personal Information where it is MOST helpful
For relationship building it would be helpful to have adjacent to the birth date, the anniversary date. I know it can be set up in relationships; however, could that same information (with a click of check box) also put the same information above ...0 Reviewed: Voting Open