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Make it more obvious when an individual/org is a non-constituent in webview
When an individual (or org) is a non-constituent, please make it more obvious in the actual constituent's relationship tab like making the non-constituent's name appear in italics or a different color. Also, on the non-constituent's record, make i... -
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...Planned
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Add newly created relationship to the tile immediately after it's created.
When a new relationship is created during the “add” process, the relationship should be added immediately after it’s created. Currently, the relationship is created, then you have to go back to “add” a relationship to attached it to the relationsh... -
Add contact information at point of creating new contact record
When creating a new contact it would be really useful to be able to add their contact details at the same time. Currently, you have to save the new contact then go back in to the record and select email and phone numbers as individual updates.Reviewed: Voting Open
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Add the "Position" and "Notes" fields as viewable on the "Relationships" tile or a "Work with Relationships" link to see these details
We need the ability to view the Position and Notes fields directly within relationship records in NXT, and at a minimum, display the Position field on the Relationships tile. These fields often contain critical context that helps users determine t... -
Show Where an Address is Shared in NXT
In Database when you save a shared address, it asks if you want to update it everywhere or break the link and only update this record's address and gives you the ability to see where it's shared. NXT does not offer the ability to see where an addr...Reviewed: Voting Open
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Make Reciprocal visible on Fund Relationship tile
Currently, the new Fund Relationship tile on Constituents' records in web view only displays the "Relationship" field. It does not display the reciprocal. To see it, you have to click on the fund to open the Fund record itself and view that relati...Reviewed: Voting Open
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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...Reviewed: Voting Open
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Provide more fields in the relationship grid
I want the relationship grid to provide more information on the relationship with out having to open the relationship. I need to see if they are a constituent, if they are checked on as spouse, if they are primary business.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 ...Reviewed: Voting Open
