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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...8 Reviewed: Voting Open
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Different Primary email for (Contact) relationship and linked Individual constituent
We have individuals who have both personal donations and who serve as contacts for organization. Currently if we link the contact record to their constituent record the primary phone/email we select will come up for all communications. I would be ...0 Reviewed: Voting Open
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Organization Relationship from non-constituent to constituent
Ability to change an existing organization relationship (normally the primary business) from a non-constituent relationship to a constituent relationship. In db view, we have the binoculars in the Org Name field that allows us to link the business...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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Expand relationship details by adding "work with relationships" the same as "work with gifts."
Currently, the web view has very limited ability to view relationships, which is critical for organizations, as there can be several employee relationships on a record and scrolling through each small tab is painful. Key details, such as position,...0 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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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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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!109 Planned
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Allow for for two constituent records (such as spouses) to be open side by side for comparison
There are times when it is necessary to compare two records, especially spouses, to compare what address we show for each or to compare the relationships that are on each record such as children. It is helpful when I decease a person and a record ...0
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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