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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...4
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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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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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allow more space for employees with long titles
job titles are longer than ever before. There is not enough room to add an employee's full title in many cases.0
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Marking deceased in NXT doesn't transfer gifts to spouse like it does in RE
We want gifts from a household to go to the living member, and thus can't mark anyone deceased in NXT because it doesn't auto transfer like it does in database view.0
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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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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...3
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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
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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 ...1
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Add an option to view Relationships in List view
It would be beneficial to view spousal relationships as well as employer relationships within an NXT list for easy access to the information without having to pull up the individual record. We export a lot of these lists for colleagues to use who ...0