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Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...0
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Allow user to hit enter in webview when searching a constituent
I waste a lot of time looking up constituents because, out of habit and database view use, I press enter after typing a name. It shouldn't matter if I press enter or not. Please fix this!5
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Stop Duplicating Shared Addresses in Address Finder
We link spouse addresses to ensure consistency. However, when Address Finder runs, if a new address is found and the previous address is linked, the new address populates twice on the each record. This forces us to have duplicate addresses clutter...0
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Long overdue!!! Give relationships on NXT the same functionality as on database view.
This is quite urgent. As the database manager, I need to enter the full details of new organization relationships on behalf of all my users who only use NXT. I want to avoid having them use the database view, as it may confuse them. However, when ...0
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Ability to add non-constituent relationships without needing access to creating constituent records.
Ability to add non-constituent relationships to records is tied to access to adding new constituent records. While we want to restrict who can create new constituent records, we do not want to restrict who can add non-constituent relationships lik...0
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Add primary name formats (Primary Addressee and Primary Salutation) as an output field in Constituent Lists
Please add fields such as gender, nickname, Primary Addressee, etc. as both output fields / "columns to choose" and filters in RE NXT lists. This is going to become more and more important once the ability to export lists as CSV files comes online...52 Reviewed: Voting Open
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Ability to not require a Primary Phone Number
Within Database view, it is not required to mark a phone as the primary. This ability should be ported over to NXT for full cross-compatibility. (For example, my organization only marks emails as primary, but not phone numbers as someone may have ...0
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Option to hide fields not used from the Constituent Summary tile
In the last update for NXT, five new fields now crowd the Constituent Summary tile. Birthplace TargetIncome Ethnicity Religion As can be chosen in database view, these fields can be hidden so that they don’t appear on the Bio 2 tab, I would love t...16 Reviewed: Need Further Info
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Ability to view more than 5 Custom Fields at a time
Need the ability to view more than five Custom Fields at one time. Perhaps allow a link similiar to the "work with gifts" link in the Giving History tile that displays an entire page with all the Custom Field information for a donor.0
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Add Phone Import ID to query (Really all fields that have an import ID and is not already in query)
I do a lot of querying the database for information to update/fix like phones and emails. I need the import ID in order to update what I need to for that particular phone entry. For example, I might be need to change several types of emails and ma...0