Fund Relationships available in NXT

We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!

  • Susanne Larsen
  • Jul 6 2016
  • Reviewed: Voting Open
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    • Milly Whittington commented
      08 Apr 16:34

      Surely this idea should have a higher priority with as many votes as it has, as well as the need to report using Fund relationships and Fund relationship types. Has it really be almost 9 years since this was suggested with no progress besides number of votes and merged ideas?

    • Margaret Carr commented
      28 Mar 15:57

      Agree with all of these comments. Would be very useful to be able to see/add Fund Relationships for Scholarship Funds/Recipients

    • Danielle Sicotte commented
      21 Feb 13:37

      This feature is vital. We require this field to reliably transfer donations to the correct funds and to run fund analytics over the fiscal quarters and years.

    • Guest commented
      21 Feb 02:03

      Please add this much needed feature to NXT sooner than later. Thank you.

    • Eric Shoen commented
      20 Feb 19:18

      This is key of us to do good stewardship. I don't understand why this hasn't been done yet.

    • Guest commented
      20 Feb 18:01

      This is essential for our work! It plays a crucial role in enabling us to query data for our Endowment and Stewardship reports.

    • Mark Russell commented
      20 Feb 17:53

      please add this feature

    • Chloe Finn commented
      20 Feb 17:09

      Please add this feature!! It is critical to the work we are doing. Thank you!

    • Guest commented
      20 Feb 16:39

      Please add this feature.

    • Doug McCormack commented
      20 Feb 16:10

      We need this! It is absolutely critical to our work. This is how we are able to query for our Endowment and Stewardship reports

    • Susan Swann commented
      08 Feb 05:54

      Please add Relationships to Funds (ind and org)
      This is ABSOLUTELY CRITICAL for identification of constituents who have set up funds, fund report relationships, student award recipients, tributees, faculty fund relationships, etc.
      We have years of historical data that will be lost - crazy that it wasn't built in in the first place.

    • Laura Chisholm commented
      04 Feb 19:57

      Please make this available. Thank you.

    • Guest commented
      21 Jan 16:33

      Yes. This is absolutely critical to our work.

    • Julie Hiland commented
      December 02, 2024 21:09

      This is where we code the "founder" or "contact" for the fund. (Ex. If a fund is created in a loved one's memory, we link the surviving family member as a relationship, so that we can send impact reports to the correct person/people.)

    • Guest commented
      November 05, 2024 22:19

      It's frustrating that components are being released that are not fully completed. Why release Funds without the fund relationships. At the very least you could tell us when they will be released or if they ever will be.

    • Guest commented
      October 11, 2024 18:06

      On the database view, if a constituent is a contact for an endowed fund, we add the fund to the relationship tab and link it to that fund so we can easily navigate to the record. That fund is not showing up on the web view. The only relationships we can show are individual and organization. Once everything migrates over, will we be able to see that link? Also, we have several business rules set up from database view that produce an annotation (such as this is a trustee, or this constituent has a seasonal address). Those annotations are not showing up on the web view. Will they eventually?


    • Henry Kurusz commented
      June 20, 2024 19:51

      As a community foundation, we rely on knowing exactly which fund is owned or represented by a constituent. not knowing this info prevents us from using NXT.

    • Roger Childs commented
      January 11, 2024 13:55

      Just a follow up to my earlier post:
      Why is BB dropping code table management in database view while not yet creating a fund management feature? We've received a notice that features from Configuration are dropping in DB view on January 11th (today as I post).

    • Roger Childs commented
      January 08, 2024 13:14

      As other have posted, this feature would be useful for staff that are supposed to primarily work in NXT. This seems pretty core to how donor databases run and is not currently available to the web side. It appears this suggestion has been up since 2016.

    • Guest commented
      November 06, 2023 13:37

      Our organization also uses Fund relationships to link the scholarship representatives to their managed funds. I am unable to utilize NXT view since this is not available. It would be much easier if we could have a "Fund" list option and pull the constituent information in to create our mailing lists versus using database view.

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