-
I'd like to add additional Name Formats while creating a Constituent.
Presently, in web view, when I am creating a new Constituent, I only have the ability to create the two standard Name Formats at that time: Addressee and Salutation. If I want a 3rd one, the way Name Formats works right now, I have to save the Con...0
-
Create a "Primary Phone" & "Primary Email" selection in Export and Query similar to "Primary Business Information"
Often times I am asked to create an export and only return the primary phone. Our current work around is to use the phone type "Preferred Phone" when entering a phone on a record I enter phone type "Cell" then the number then enter another entry a...1
-
Include % match for each potential merge in the Merge Preview List View.
In order to make the constituent merge tool more effective I'd like to see % match information displayed in the Merge Preview List View. This would allow users to more quickly filter through the list thus making the tool more effective and efficie...0
-
Please can a browser remember the authentication for NC like it can for NXT
Having had mfa introduced for NC is already causing issues as the fact that NC logs you out regularly with no warning means I have to log in multiple times a day. Now I don't only have to log in multiple times, but I have to do the authentication ...1
-
Include "nickname" (we call it preferred name) in online registration, donations, and event registrations
We have people register and make gifts ALL the time using their preferred or nickname (Michael vs. Mike; Joe vs. Joseph; or in some cases they go by their middle name or initials). When that data comes in, we have to manually search for Michael or...1
-
Automatic Information Notifications for Solicitors and Other Stakeholders
Current Process is that when a constituent's record is marked "Deceased" in the database and they have solicitor or other stakeholder relationships to the University these people receive automatic notification. Via workflow to achieve ?0
-
Ability in lists to sort by Planned Gift status
It would be useful to have the ability in NXT lists to filter/sort Gifts by PG gift status. -
Able to mass delete Invalid Emails
Once we export to a .csv, we do not need the invalid email accounts sitting there anymore- it would be great to delete them all at once.4
-
Hyperlinked Records in Queries
Hi, In previous databases I've worked on, record results where hyperlinked so that I could go into the record directly (see screenshot). I know there's browse functionality but there's too many steps to go through, I often end up looking up record...0
-
Filter: Inactive Funds and Appeals
The NXT does NOT have a way to filter out inactive Funds and Appeals from dropdowns. What a tremendous dissapointment when switching from RE7 to NXT. This is a headache and causes much time for any company who has been with RE longer than a few ye...0