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Web view - Constituent List summary and location filters should account for Seasonal Addresses
Web view: Lists with Constituents in summary form currently reflect ONLY Primary Address and not a possible currently effective seasonal address. Location filters are ALL based on "primary address" and should include active seasonal addresses. The...Reviewed: Voting Open
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Conditional option for addressee and salutation merge fields in email marketing
We like to personalize emails, but currently in email marketing we can only select one name field. It would be helpful to have a conditional merge option (if/then statement) so that if a constituent doesn't have the preferred name (nickname field)...Reviewed: Voting Open
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Allow Sorting in Batch
We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.Reviewed: Voting Open
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Presence of 'and' in first name field to raise duplicate score
A couple of duplicates have snuck through recently where an existing donor has given via a webform and given both their and their spouse's first names e.g "Pauline and Norman" entered as first name. Despite a partial match on the first name, and m...Reviewed: Voting Open
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Gift Reference or Comment Field when entering a Gift through an Event
No description providedReviewed: Voting Open
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Donor being able to end/hold their RG through the portal be a feature that can be turned off.
Please can the function of a donor being able to end/hold their RG through the portal be a feature that can be turned off. Happy for donors to be able to update their personal details and payment information, however we would prefer a donor calls/... -
Search by SSN Field in NXT
We changed the SSN field of the Bio 1 tab in RE7 to an ID number for Employees. Since we are able to use this in search for constituents in RE7, it would be great to be able to do the same in NXT search.Reviewed: Voting Open
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User Control of Font Size and Color Contrast in the Whole Database
Being able to increase font size and increase color contrast across the entire database would reduce eye strain and enable users to adjust what they see in RE according to their visual needs and preferences. Visual needs change as one gets older.Reviewed: Voting Open
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Full incorporation of Fund, Campaign and Appeal attributes into lists and reports
Incorporation of fund, campaign and appeal type & category fields has already been suggested and would be a big help. Please also include attributes as filter options for gift lists and as filter/display options for dashboard insights.Reviewed: Voting Open
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Add membership category and expiration as columns in Constituent Lists
Add membership category and expiration to the list of possible columns in Constituent Lists so that this information is available on the list. We have several constituent codes and would like to keep a dynamic list available to our team where each...Reviewed: Voting Open
