-
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
-
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
-
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
-
Add Constituent ID next to names in the Relationship Panel
Currently there is no way to identify on a constituents relationship panel which relationships are Non-Constituent and which are Constituent. It would be extremely helpful if next to the relationship name if you could include the Constituent ID wh...0
-
NXT Outlook Add In Should Search Spouse's Email as well
Often times we communicate with the spouse of a constituent - we'd like to be able to use the NXT Add In to enter the action but it won't "find" the record because the spouse is not a constituent. It should search ALL emails in the system and give... -
Add position title to minimized view in relationships
It would be helpful to see the position title within relationships in the minimize view instead of having to expand the tile. We use a more overarching relationship type like executive or employee and use position title for the detail. We don't wa...0
-
I would like to be able to add custom codes for an organizations individual relationships
We code event attendance via custom codes. On the database view we can add an attribute to a relationship - even if they do not have their own record. Because we cannot code these via the webview we have to go back to the database view which is no...2
-
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
-
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
-
In order to view all relationships/key relationships, it would be more user friendly to be able to open the relationship box (like "working with gifts') than to tab through pages of relationships.
No description provided0