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related to the recent name display settings: provide the full default name on records/search!
There is nowhere on the constituent summary tile or anything that shows the full name if you do not have it displayed in the name settings. Please add it somewhere! We changed the name display to [Title] [Preferred Name] [Last Name] [Suffix]. Grea...Reviewed: Voting Open
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New Global Name Format Setting: Provide Constituent ID Option
The new global setting for constituent name formats is an improvement on the previous, but it would be greatly improved for my team if we could force the constituent ID to appear, perhaps in parentheses. The ID is really hard to find on the consti... -
Test Database - labelling/identification
An observation that we have made is the lack of distinctive features between the Production vs. Test DB views that could make it very confusing to navigate/function between the 2 environments and have the following comments/suggestion: * The Web v...Reviewed: Voting Open
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Allow custom fields as name formats on donor category reports
For filtering purposes in the web view, our recognition name field needs to be a custom field instead of a name format. It would be so helpful if we could use the custom field instead of a name format on the donor category reports.Reviewed: Voting Open
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Allow direct connection to database view
At my old school, we had RE and added NXT shortly after it launched. I had the ability to launch database view with a citrix link on my desktop. Today, I have to open database view in NXT every time. Until NXT delivers everything that it was bille...Will not implement
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Allow for a security setting that restricts access to a Gifts to a Fund field
This would allow for confidential donor info, via Fund, to be kept confidential to certain staff. This would be beneficial to larger associations, universities, ect.Reviewed: Voting Open
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Settings in NXT should be in the same place (Tools/Settings and Control Panel/Settings)
NXT Settings should be found in the same place or menu. Having Tools/Settings and also Control Panel/Settings is messy, confusing, and unnecessary.Reviewed: Voting Open
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Stop users from being able to delete action custom fields, action notes and action attachments
in RE Classic security i can prevent the users from being able to delete an action, but i would also like to be able to prevent them from deleting the custom field, attachment or notes from within the action. please add to securityReviewed: Voting Open
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New Global Name Format Setting: Refer to Addressee/Salutation Format List
The new global settings for name formats in NXT are useful and way better than the lack of customization before, but it would be even better for my team if we could incorporate the Addressee/Salutation name format lists. I'd like to either select ... -
Can we get dates in NXT to show in dd/mm/yyyy
This should be an option for the rest of the world besides USA.Reviewed: Voting Open