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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.
Created 04 Oct 16:06 by Tania Pinard
Relationships
0
9
Vote
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...
Created 11 Feb 15:22 by Abby Miller
Relationships
1
11
Vote
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...
Created 06 May 19:31 by barbara cooper
Relationships
3
16
Vote
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...
Created 17 May 14:08 by Guest
Relationships
1
18
Vote
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.
Created 07 Jun 19:37 by Guest
Relationships
0
16
Vote
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...
Created 02 Oct 18:25 by Guest
Relationships
1
2
Vote
Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?
Created 14 Aug 15:39 by Guest
Relationships
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14
Vote
Relationship notes should appear on relationship records of both constituents
Currently the notes about a relationship only appear on the record that I was in when I entered the relationship. They don't appear on the relationship record of the constituent with whom the relationship has been identified. The notes should appe...
Created 26 Oct 18:25 by Rebecca Kendall
Relationships
3
12
Vote
Warn users who are about to duplicate a relationship that already exists between two records
I just got spanked for adding a relationship between two donors that already existed that I forgot to check for. If there was a pop-up error message that stated "This Relationship already exists between these two records. Are you sure you want to ...
Created 18 Sep 16:23 by Jared Hughes
Relationships
1
7
Vote
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...
Created 25 Jan 13:11 by Natalie Legras
Relationships
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