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Non-constituent Relationship Permissions
Currently, NXT users can only add non-constituent relationships if they have permission to add constituent records. We want relationship information entered by everyone, but we don't want everyone to create records. Please consider changing this s...2
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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.0
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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
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Display ALL relationships on the webview
We would like to see the high school that our alumni attended... We have created the relationship on the database view but it is does not show on the webview. -
Allow multiple positions/role at one Org under the one relationship
Constituents with multiple roles/position at the same organisation should be combined under the one relationship listing.1
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When two people are related as spouses, gifts should be soft-credited.
I'm currently going through and establishing missing spouse relationships to over 1,000 constituents in my system. In addition to establishing the spouse relationships themselves, I am having to go through and soft credit all gifts. When two indiv...0
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Ability to replace barcode with QR code on membership card
Barcodes can take up more space as the information in the barcode increases. QR codes always stay the same size. We have challenges with printing the bar code where it will not smudge, run together, and create challenges for the member when visiti...0
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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?0
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Actions to allow addition of relationship record contact info
Some constituents are contacts for organizations, but are also donors themselves. Having the ability to add the donor's specific organization email and phone number to the relationship record and in turn pull those into an action would be benefic...1
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Make the relation & reciprocal relation fields mandatory in NXT
We have these fields as currently mandatory for relationships in database view, however there is not the ability to have this in NXT web view.0