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When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...0
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Add relationships to the fields you can filter on, as well as, Date From/Date To
We track members of our boards in affiliate groups (org record). We risk the chance of not seeing all "current" members if the list is static.2
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List type of relationship for all linked records
We tried clicking on a constituent listed under relationship but discovered if the entity does not have a constituent record of their own, when we are taken to their NXT record, there is nothing to show what the relationship is to the constituent ...1
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Relationships view-able within RE NXT
I would like to see ALL relationships view-able within RE NXT. I have learned that only organizational, individual, and educational relationships can be viewed within the NXT view. We have scholarship contacts within our constituent relationships ...0
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Search relationships on constituent record and order alphabetically
Some of our constituents have several pages of relationships, all of the same relationship type. Capacity to order the relationships alphabetically and to search relationships within the constituent record would make it a lot easier to find out wh...3
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Add Relationship Web to Web view
Database has a view to look through the "relationship tree" to see who the constituent knows. It would be nice to add a visual "Relationship Web" to the web view for fundraisers to see who someone knows...then who that person knows...and see how t...0
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Assigned Fundraisers need to work in Data Health duplicates tool
I have been merging records which are duplicates using the NXT Data Health duplicates tool, but the assigned fundraisers are never merged into the source record. I have to put them in manually after merging the record. This seems to be an oversigh...0
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Add Education tiles back on non-constituent relationship records.
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Please consider allowing the user to delete a fundraiser on the webview - rather than just end the assignment
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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