Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-356 Fund Relationships available in NXT.

Making Fund Relationships available in NXT View Merged

We have endowed scholarship (Funds) that have individual contacts tied to them within FUND RELATIONSHIP.  This relationship is pulled into the constituent's relationship tab.  All the relationships are housed at this time in the database view.

However, speaking to our Major Gift Officer...this information needs to be found in the NXT web-view because:

1) When out in the field our gift officers would need to see this relationship in order to speak knowledgeably and intelligently about the donors connection to a scholarship.  

2) Our gift officers may want to discuss additional donations to the constituents scholarship.  Without this information in RE NXT web-view, our officers would be in the dark to the relationship of the scholarship.

3) When reviewing endowments the gift officer would often give me information to tie the scholarships to the fund (scholarship) contact, because in is not view-able in the RE NXT web-view- but very clearly displaced within the database view as a relationship.

4) All this information needs to be view-able in the RE NXT web-view due to this is where our gift officers are tied to our database with on the road promoting donations.

 

  • Guest
  • Nov 6 2018
  • Reviewed: Voting Open