Solicit codes and consent are part of “Biographical” in the merge function. Merging adds the ConsCode from the duplicate record, and other information from the bio1 tab, such as the tick boxes “is inactive”, “requests no email” etc – which are not...

After performing a Global Change in an effort to remove a still-valid Volunteer Type from selected records, I now have lots of Constituents with Volunteer Type of blanks which I cannot get rid of except to open each record individually. Not good....

additional field length for constituent or gift attribute Comments will allow a drop down menu in the description instead of creating a separate attribute. 50 characters is just not enough space.

Right now when multiple business rules apply to one constituent, all the messages are displayed in one pop-up. People don't like to read and won't scroll down to read all the messages. Add an option to have each message display in its own pop-up w...

While it is great that one can now add an email address for a spouse in a constituent record, it is not so useful if one cannot pull the same email address in the search engine. As our goal, as I am sure it is with other places, is to maintain a d...

Only show active Fundraisers assigned to a constituent at the top of the RE NXT record. If a person is no longer an active solicitor, they still show up at the top of the record. In the attachment below, I've made the fundraisers inactive and yet ...

If we could delete Notes globally, we would not have to delete them one by one from a record.

We currently REQUEST users to add a NOTE TYPE of Solicit Code when they update Solicit Codes but this doesn't always happen. It's important to know when they are active and why they are there or were added. If a solicit code is added, start date...

Every time an annotation pops up and we close it we are prompted to save it. I would like annotations to be helpful and we have several. This click seems inefficient.