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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 ...12 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!70 Reviewed: Voting Open
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Add relationship attributes to RE NXT
We use these attributes in database view to add several kinds of contact types to an organization contact. This is used to add the correct contact on an organization communication - example a contact may get receipt or reminders (such as finance p...0
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Non-Constituent Relationship Information
When searching for a name in NXT, you are presented with the name and the address via the Omni-bar but no indication if the value being returned is a constituent or non-constituent relationship. If the record being opened happens to be a non-const...12 Reviewed: Voting Open
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A feature to connect households
Our fundraisers desperately need the same solution as available in Salesforce - to have a Household feature that will allow them to view in a single place the giving histories and cumulative giving totals from multiple profiles connected to the sa...0
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Reverse patch 14 to again allow for the export of current solicitors and the primary constituent code
With the most recent RE update, Export has reverted to behavior from before RE version 7.96.6401 Patch 5. About 2-1/2 years ago, once Patch 5 was installed, we were able to export a current solicitor by choosing to output only one Assigned Solicit...6
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NXT-Make fund relationships visible on the Relationship tab
If a constituent is link to a Fund, this relationship is not visible in NXT although it can be seen in database view.1
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In NXT, Organization Records should show Industry and Profession
We use these fields a lot, building queries on them in the database view. I would love to have them visible and searchable in the NXT view so that I can have them easily accessible by those that don't use the database view.15
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Online Event Registration Fees should not be recorded as gifts.
When analyzing data and report building our donor information is incorrect due to some individuals not giving gifts, but just attending events.2
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Display relationship attributes and notes in NXT
We use the relationship attributes frequently for non-constituent relationships (and some constituents), especially in a circumstance where the individual shouldn't get their own record (child / minor, work assistant, etc).9 Reviewed: Voting Open