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Enhance the filter options within Deceased Finder
When you have 11K records that were found deceased on 1 date and the only Filter option is by found date it makes for an unmanageable list. At minimum , it needs an additional filter to exclude records that are not full constituent records. It cou...0
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Use the same formula to manage duplicate constituents in NXT and Database View.
The duplicate search criteria should be the same whether in Web View or Database View. The option to define search criteria is no longer available in Database View. It seems that there was no review of functionality in Database View when building ...0
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Include names as filters in RE NXT for use as filters in lists
There is need for more ways to filter lists in RE NXT. Names would be the most urgent need Updated original title to reflect request in description. Original title was "Include all fields available in RE database view in RE NXT for use as filters ...1
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RE NXT Needs Attention List - Removing Tags
Currently there is not a way to remove tags from records in the Work Center area that are system generated. As we pull reports from this area sometimes the tag does not apply to the record due to internal conversations such as the system assigns "...1
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Ability to query NXT donation form titles
Can you please add a functionality that allows the name of the NXT donation form to be queried through Database View? So you can find the ones who have donated through the NXT form through Database View using the name of the form.0
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Default Order Type "E-Commerce" for Automated Recurring Gifts
All recurring gifts are E-Commerce gifts so we should have the ability to default the Order Type for automated recurring gift payments in NXT to "E-Commerce". Currently the Order Type flows through to RE as "Telephone".0
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Pay Method - adding Facebook and Network for Good - we need the ability to track online donations by the online method used by a donor. You already have PayPal and Venmo included. Adding other popular vehicles such as Facebook and Network for Good would be extremely helpful. Of course, the best thing would be if you allowed users to add methods to the drop-down menu, like you do with so many other fields.
No description provided1
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Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?0
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NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "...0
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Add Planned Gifts from NXT
Our Campaign Manager would like to enter planned gifts from NXT instead of having to use Database View.0