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See Spouse Preferred Name in Constant Contact Field Mapping
It would be helpful to be able to select the Spouse Preferred Name in field mapping, not just the first name. Typically for us, First Name is a legal name; however, Preferred name is their nickname or other name they go by. To be able to select th...0
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Bring (Non-Constituent) Relationship Record Custom Fields into Web view
Currently in web view, there is no custom field area for non-constituent relationship records. We rely this field (relationship attributes) for some of our processes and having it absent in webview is a problem. We especially use non-constituent c...5
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Ability to Change the Address on a Primary Employer Relationship
In database view, if you link an organization that has a constituent record to an individual as their primary employer, you can change the primary business address on that relationship record. In NXT, if you link the organization's record to the i...0
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Default setting for automatic soft credits for spouses
It would be really useful for there to be a web view business rule setting that pre-ticked the "Automatically soft credit this individual for gifts" box, when the "is the spouse" box is ticked. In database view, this is ticked automatically if you...1 Reviewed: Voting Open
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Manage tribute names without creating a record for them
It would be ideal to keep track of tribute gift info as part of a donor's gift without the tribute name necessarily becoming a constituent. It would be nice if we had the option to click and add a tribute acknowledgement as a constituent, but the ...20 Reviewed: Voting Open
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Fund Relationships available in NXT
We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!108 Planned
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Long overdue!!! Give relationships in NXT the same functionality as in database view.
This is quite urgent. As the database manager, I need to enter the full details of new organization relationships on behalf of all my users who only use NXT. I want to avoid having them use the database view, as it may confuse them. However, when ...2 Reviewed: Voting Open
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Add custom field section in non-constituent record.
Custom fields are not available on non-constituent ore relationship records. We need to add this in NXT.5 Reviewed: Voting Open
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Show all relationships on a constituent, not just 20 pages
Some of our records have hundreds of relationships on them, as we track our unregistered alumni as non-constituents within records. There is no way for me to find the relationship record from the constituent record as I am only able to see 20 page...0
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Add ability to add a new relationship type within the "relationship" field.
Trying to connect constituents and then realizing you have to create a new relationship type requires unnecessary forethought (ie doctor/patient, parent/child).0