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Add DOB as a match on filter option in Data Health
Name and DOB are our strongest matching criteria for individuals where we have the data. Please add DOB as a filter option in Data Health as this will help to significantly reduce duplicates.0
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Ability to Demote a Constituent
It would be helpful to be able to demote records that are accidentally promoted to a full constituent rather than needing to recreate the non-constituent relationship to clean up the records (Event guest, child of constituent, for example).1
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Auto set primary and hierarchy of constituent codes
Automatically reorder constituent codes based on hierarchy of constituent code table and set primary constituent code to highest ranking. Simple. Link to ongoing conversation: https://community.blackbaud.com/discussion/comment/305525#Comment_3055251 Reviewed: Voting Open
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Add 'INACTIVE' to the address options, similar to the option for phone and email
When you look at constituents in lists their address marked 'primary' shows even if it is marked as 'previous' and 'do not send'. Could there be the same options to mark 'inactive' as with 'Phone' and 'Email'?0 Reviewed: Voting Open
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Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational default...10 Reviewed: Voting Open
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Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functions0 Reviewed: Voting Open
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Export Data from Data Health (Possible Duplicates) to Excel
Please give us the option to export the data from data health possible duplicates to an excel spreadsheet. It would be much easier to see it all at a glance rather than scrolling through webview lines of them.0
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Recording emails sent through NXT Email Marketing on to the Constituent Record
With NetCommunity when you send an email out is is recorded on their Constituent Record as the two systems are integrated. It would be useful if NXT Email marketing did the same as this is very useful to us!0
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Telephone exports are inconsistent
I am aware that all phone numbers in webview have parentheses. However, I noticed that when I export phone numbers in a query, sometimes they appear with the parentheses, and sometimes they do not. We have phone numbers in different databases, and...0
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Globally Delete Consent Codes
Need to be able to globally delete a group of consent codes.0