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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...1
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Add Fund Relationship Types to NXT
There are several donors who have been instrumental in creating a fund for their giving. Seeing this without needing to open database view is crucial.0
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Change the outdated "Head of Household" terminology
When working with couples on the Blackbaud database, you have to select one of them to be the 'head of household' - terminology that is outdated and doesn't fit everyone's needs. A suggested change would be "main contact" or something similar. Or ...0
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Is Contact selectively appears in web view
When setting up relationships in database view a individual relationship to an organization can be marked as "Contact" - and no contact type assigned. When this is done from web view on the relationship (when you select edit relationship) - there ...0
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Blackbaud Outlook Actions Plug-in Search Relationship Names
I am often emailing back and forth with company sponsors who are relationship names on the organization record. I love when I can easily click on the blackbaud plug-in in outlook at add the email as an action to the record, but the problem is it i...1
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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...3
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I would like to see under relationships with our Parent Records that the Daughter have class year viewable
We are an all girls high school and we need to work with the Parent Record often in NXT for calls etc. It would be helpful to see the relationship of the daughter also populate the class year in the view on the parent records.0
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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...1
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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...1
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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...1