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Add the date that phone numbers were added to a constituent record
We have a lot of phone numbers sometimes on a constituents records-in database you can tell when they were added but in NXT you cannot. It would be really helpful if we could see this.0
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Correct picture of constituent reflected when you click map from List
I have a list I created for the Board when you click the location/map option the pictures that go with the constituent are not accurate. This would have been helpful for the on-boarding of a new employee who is trying to associate names with faces... -
Quick jump link from RE to FE
With disparate systems (RE, FE, GE, etc.), it is often necessary to go into multiple places to get more information about a person, fund, etc. It would be helpful to have a quick jump link from RE to FE to eliminate having to open the other system...0
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Exporting Benchmark Reports
It would be great to be able to export the benchmark reports with the comparison data as it's shown on screen. Currently, each thing must be exported separately and the graphs are lost, then we have to manually set up the data in the configuration...0
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NXT: Include a user option to filter gift types that appear in the transactions received portion of the giving section- across all constituent records.
When our managers and Director's are using RE NXT, they want a quick view of gifts received. We find that pledges are often used as a placeholder in a record for the Development staff, and that other staff don't need to see them. Having the option...0
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Lists filter successfully
At present, when I run a list that should filter actions on address type and status: open, it also includes status closed, and others. I am told that Lists are a work in progress. Is there a timeline for bringing the filters up to speed?0
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In NXT display email addresses for Relationships along side phone numbers
When viewing Relationships in the NXT view of an organization, display email addresses in the same area in which just phone numbers are displayed. We often have numerous relationships at one company and it would be handy to select from the main vi...1
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Allow filtering on past due pledges/lapsed giving
When past due pledges appear, they include our "placeholders" for estates. (we don't have the PG features) I would like to be able to filter those out (by gift campaign type or gift appeal). This also impacts past due giving.0
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Connect constituents to FENXT project contacts
It would be very helpful to have a connection between constituents in RENXT and the project in FENXT for which they are the contact. This would help keep addresses updated and track correspondence and actions in RENXT.0
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Business Email under Primary business show on NXT
We add the constituent's business email address to their primary business record but it will not show up in NXT. When we add the business email address under the email tab on the Bio 1 screen - it does show up in NXT. It would be nice if the busin...0