Improve Corporate Fundraising features: Company contacts searchable in NXT, etc.

As it works now, if I add individual relationships to a company they do NOT show up when searched in the NXT search bar. After much trial and error, I found in Database View one has to select "Add this individual as a Constitutent" in order for their existence to be acknowledged in RE NXT. This is an unnecessary extra step. 

This is one of many drawbacks NXT has for corporate fundraisers. Others are:

  • Contact's company does not show up on their NXT record unless "Primary Business Information" is selected in database view. 
  • Neither company contacts nor phone numbers/emails can be added or edited within NXT - database view must be accessed for updating this information, which changes frequently for corporate contacts. 

Many of us involved in corporate fundraising need companies and their contacts to be easily associated and are finding NXT poorly designed for our needs. I currently am very unimpressed with NXT. It was a promising idea which fails on execution and, as usual, we were not allowed to "test drive" the software before purchasing.  As a CRM, NXT falls far behind other competitor softwares and also behind its own functionality for  individual fundraising. I am currently warning my contacts in fundraising of these drawbacks when they ask if they should consider purchasing NXT. 

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  • Jan 5 2016
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