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Show Organisational relationship notes in Relationship tab (NXT)
In NXT we're able to see the notes added as part of an individual relationship when you expand the information section. However they do not show for organizational relationships, the only way to see them for organizations is to edit the relationsh...0 Reviewed: Voting Open
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Change Fundraiser back to Relationship Manager
"Relationship Manager" has been changed to "Fundraiser".Fundraiser seems to imply a different goal than what we are pursing and using it for. Searching a name and seeing "Fundraiser" on their profile is both confusing and misleading.2 Already exists
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Scrolling Side Bar in Custom Fields Tile
As opposed to the current left/right arrow navigation by 5 fields at a time, would like to have a scrolling bar on one of the sides of the Custom Fields tile for easier up/down navigation through all fields.0 Reviewed: Voting Open
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Constituent ID as Default ID When Exporting from Congregation Summary
When exporting a membership category list from the Congregation Summary, column A in the resulting Excel CSV is the System Record ID. Is there any way to have the Constituent ID as the default record ID generated in the resulting Excel CSV instead... -
Constituent Summary, Reordering Categories
Reorder the Constituent Summary tile to have the categories in the following order: Personal info Name Formats (Primary and Other) Aliases When viewing the tile for constituent information, it seems to me that the fields that users would most refe... -
Add age of constituent to contact result page
It would be very helpful to see a constituent's age when you are searching constituents. You could then easily conclude if a constituent is a child or adult without having to select each name and wait for their page to load. This would be especial...0
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Contact information exported from Action Lists
Currently, you can make a list of actions and the list has the contact information of the constituent. When you export the action list to a spreadsheet all of the contact information disappears. We'd like to be able to do a mailing from that list. -
Ability to add a custom tags. Example: tag for anniversary next month, similar to birthday next month
In our monthly digital calendar we send out a list of next month's birthdays and anniversaries. We have been able to filter a list down to birthdays in a specific month, however cannot do it for anniversaries. We currently have wedding anniversary... -
Auto Populate Constituent Info Based On Existing Info
A great example of the problem I'm having can be seen with the marriage information on a constituent's profile. Marriage shows up in three places (that I know of) on every profile: Constituent Summary, Relationships, and Faith Journey. When someon...0
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Add social media engagement button to Actions
No action type for social media engagement, e.g. LinkedIn. this is a source of finding lost constituents. Or put an 'other' button in there0 Reviewed: Voting Open