Position is the key information needed to assess the level of volunteer engagement. When I'm evaluating my prospects in NXT Web view, I want to know if someone is Chair/President of the committee or just one of 100 members. Right now, in Web view ...

You should be able to create business rules to add compulsory fields with NXT records - particularly around communication preference (NXT) / solicit codes.

With data protection it is vital to be able to quickly and easily update data on the system as required

Right now I can query and remove the HOH on deceased constituents, but I would like to do that in conjunction with updating the surviving spouse as the new HOH. At this point that's not an option and I have to create another relationship query of ...

Hello, It would very helpful if sibling relationship are synced when using ConnectRE. As well as Homeroom Teacher

It would be helpful if organization records could also have an 'addressee' tab or an area to note a preferred listing so that it's possible to note an alias that can be pulled directly into a Donor Category Report. In other words, some of our foun...

When actions within a track are dependent on the previous action being marked complete, presently when the action is marked complete in NXT, it does NOT trigger the next action. This only works if the action is marked complete in the database view.

RE NXT retains the column selection and ordering, but it requires resizing of the columns each time it is opened. Retaining the selected column width would simplify the use of portfolio view.

Currently the character limit is only five in this field so that you are unable to accurately input the number of employees if an organization has 100,000 or more employees.

We find that while a constituent code being required is enforced, other required fields that we have like primary addressee and primary salutation are ignored.