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NXT Relationship panel should show if the relationship is a non-constituent relationship
No description provided2 Reviewed: Voting Open
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Add Primary Contact as a Column Option
I work in corporate philanthropy and would like to pull the Primary Contact into my portfolio report.0 Reviewed: Voting Open
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Adding the option to break individual/employment relationship links in a main constituent record
In database view, there is the option to go into a main constituent's record, click on one of their relationships (e.g., individual, employment/organization) select the relationships tab and break the link if either record is connected to another ...0
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Add non-constituent relationships in RE NXT
Just like we can in database view, we would like to be able to add relationships to non-constituents (we often do not create new records for family relationships, or connected organizations). I understand this is because in NXT, all relationships ...13 Reviewed: Voting Open
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In NXT, Organization Records should show Industry and Profession
We use these fields a lot, building queries on them in the database view. I would love to have them visible and searchable in the NXT view so that I can have them easily accessible by those that don't use the database view.22 Reviewed: Voting Open
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Display relationship attributes and notes in NXT
We use the relationship attributes frequently for non-constituent relationships (and some constituents), especially in a circumstance where the individual shouldn't get their own record (child / minor, work assistant, etc).20 Reviewed: Voting Open
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Default print organization name with address when adding contacts in NXT
Contacts added from NXT/Web view are coming to RE7/Database view without the "Print organization name with address" box checked. There is not an option to select this when adding contacts in the web view. It is necessary to have the option availab...7 Reviewed: Voting Open
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Add ability to view fund record and add attachments to it in NXT
We need to be able to access the full Fund record easily in NXT and have the ability to add attachments to the fund record itself. When we create fund records for endowments, scholarships, or others that require a gift agreement, we need to be abl...0 Reviewed: Voting Open
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Reverse patch 14 to again allow for the export of current solicitors and the primary constituent code
With the most recent RE update, Export has reverted to behavior from before RE version 7.96.6401 Patch 5. About 2-1/2 years ago, once Patch 5 was installed, we were able to export a current solicitor by choosing to output only one Assigned Solicit...6 Reviewed: Voting Open
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Option to add student grad year to parent addressee in NXT and d.b. view.
We would like our parent addressees to include their child(ren)'s anticipated grad year or for former parents, the year their child(ren) graduated. Ex. Mr. Paul Hewson and Mrs. Ally Hewson P'25, '28. Per Blackbaud support this is not a current opt...0 Reviewed: Voting Open