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Add Salutation option for Organizations
Add Salutation option in an Organizational record, like it is in an indivdual letter. Not all organizations have a contact, example: Churches that support. Having to create another record and link them is time consuming.
Created 14 Oct 21:46 by Sara Judd
Constituent record
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2
Vote
Search Nickname in Database view
under the binoculars there is no field to be able to search nicknames. The majority of our foreign parents use nicknames and it would be of great help.
Created 28 Oct 23:18 by Guest
Constituent record
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2
Vote
Mark Relationships Inactive for Historical Purposes
In order to keep the history of contacts for an organization/foundation/company, it would be nice to mark past contacts 'inactive' so they do not pull in a query/report but the data is still available for review in the profile.
Created 28 Oct 20:22 by Janelle Worthington
Constituent record
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1
Vote
Donor Portal
It would be great if to make giving history's date range more easily adjustable for example add months not only years or set to a financial year rather than a calendar year? Because managing taxes is main reason for donors viewing their donations....
Created 26 Oct 22:48 by Guest
Constituent record
0
4
Vote
Enable ability to set additional criteria on Proposals in the Constituent Profile report
I need to be able to ONLY see, for example, proposals with a certain proposal status, or proposals with a certain date asked range, etc.
Created 21 Aug 13:58 by Julie Hiland
Constituent record
1
5
Vote
Report to change database changes
A report that can be ran to show what changes users have made to the database would be helpful. If it could show name of user date and changes they made such as adding notes or deleting donors.
Created 15 Jul 18:03 by Guest
Constituent record
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2
Vote
Restrict security so volunteer solicitors can only see the people they are assigned to.
We want our development committee (peer solicitors) To use NXT to track their outreaches. However, it’s totally out of the question for them to be able to view records of people they are not assigned to. We need a simple way to make sure they only...
Created 22 Sep 16:08 by Guest
Constituent record
0
6
Vote
Include consent in the default options
It would be useful to be able to setup consent defaults. This would enable the user to add standard consent settings without adding 4 separate consent options for mail, email, phone & SMS.
Created 04 Jun 10:12 by Bridget Passmore
Constituent record
1
7
Vote
Phone and Email Sharing from Business Relationship to Bio 1
I enter business contacts as their own constituent record so that we can track what events they are invited to and if they attend. When making the business address as their primary address (which shows on the Bio 1 tab) the phone and email informa...
Created 04 May 20:09 by Barb Abday
Constituent record
2
2
Vote
parent of alumni
Please allow the Parent of Alumni code to be added when a student graduates not matter if the parent still has a current child still in school. Even though my ConnectRe is set correctly apparent parent of alumni code is only added when all kids ha...
Created 12 Sep 15:13 by Marisa Phirangee
Constituent record
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