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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0 Reviewed: Voting Open
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Membership Export: "Balance due" of total Membership Dues
Please note "fees"/"dues" are used here interchangeably: In Membership Export (or any other export that contains Membership data) there ought to be a way to pull the "balance due" on membership fees. Currently you can enter a Dues amount, and you ...0 Reviewed: Voting Open
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Include Country in Address Lines
Obviously we can tell when something is in the US, but it's not as simple for foreign countries, and if someone is handwriting a label or envelope from the Web View record, they will need to know the country.1 Already exists
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Appeal Dashboard tweaks needed
I'm loving the new features that allow us to analyze an Appeal in NXT. However, the gender and age demographic charts have a flaw that should be fixed - the Unknown Gender and Undetermined Age seem to be reflecting Organization records - there oug...0 Reviewed: Voting Open
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I want to be able to filter lists on the contact information such as email
Our organization has been utilizing digital campaigns and it would be very nice to access a list based on certain contact information besides just the address. For example I would like to be able to pull a list just based on a constituents email a...0 Reviewed: Voting Open
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Primary Constituent Filter turned off
We can not duplicate reports in NXT as the filter is set to a Primary Constituent. We do not have a hierarchy and need the contituent to show up in all of their constiuent groups. This would also help with year end reporting. I see a couple people...0 Reviewed: Voting Open
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To be able to add Preferred Name to the Work Centre View
This would be useful when the Canvasser views their constituents and is able to use the name that has been given as a Preferred Name. We have a large number of Old Pupils that use there middle name rather than their first name.0 Reviewed: Voting Open
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Allow the same Sharing that exists within Lists to be available in Analyze
Being able to send a link to a colleague to view an Analyze view would make it so that multiple people do not have to build their own.0 Reviewed: Voting Open
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Allow the Location Map Filter to be editable in RE NXT constituent lists
Although it's a very useful tool, the map filter in NXT does not allow itself to be edited after submitting the territory drawn. The user is then only able to delete the map filter and select a different location option. I'd like to have the optio...1 Reviewed: Voting Open
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Ability to filter actions lists by "How did it go?" field.
I love the thumbs up/ thumbs down feature when an action is marked complete. It would be great to be able to filter action lists based on how things went. An officer could see a list of actions that didn't go well, therefore, taking steps to find ...0 Reviewed: Voting Open