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Create a global change process to standardize phone formatting
There's a global change to standardize constituent names and addresses so that they are formatted correctly - can we add the ability to standardize phone numbers based on phone formatting specifications (based on the phone formatting set for count...2 Reviewed: Voting Open
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add start date on new moved address when using AddressFinder process
while it nicely end dates the previous address for someone, it does not add a start date, just puts effective move date in the details section of the address. We use start date so we know when we internally changed an address. Please add option to...0 Reviewed: Voting Open
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Add the ability in the Social Media Account tab on a constituent record for LinkedIn to autopopulate the User ID.
For example, when adding Facebook to the Social Media Account tab on a constituent record, it will autopopulate the User ID. It would be nice to have the same format and functionality work for LinkedIn as well.0 Reviewed: Voting Open
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Add a deceased notification date
Occasionally we are notified that an individual is deceased long after the deceased date so we base our deceased report on our deceased notification date. Currently we store this as an attribute. Ideally this would be a date field available on the...4 Reviewed: Voting Open
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have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...0 Reviewed: Voting Open
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Make constituent tiles conditionally visible as the "view as" links were in 3.0
Specific constituent tiles should not appear if the constituent does not have that information. For instance, if the constituent is not a prospect, the prospect tile should not be visible. This type of functionality was in 3.0. If a constituent wa...0 Reviewed: Voting Open
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Choose action notepad type when adding an action through Web View
Actions added in RE NXT Web View will currently be assigned an action notepad type of "Added through Web View" with no option to change this in Web View. I would like to be able to assign action notepad types through Web View (to match Database Vi...0
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Phone number types in BBIS
Currently when donating and signing-up online in BBIS, the only phone type available is "Home Phone", this needs to be expanded to include all other phone types in CRM (mobile, work phone etc).3 Reviewed: Voting Open
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Add the Constituent Source field to the one-off Add an Individual form AND Constituent Update Batch
Currently, when creating new constituents using one-off Add Constituent forms or in a Constituent Update Batch, the Constituent Source field is automatically blank. (Constituent record > History tab > Origin sub-tab > Constituent Source F...0 Reviewed: Voting Open
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Allow Constituents who are duplicated as Host and Attendee in the event registration process to be merged
The person registering for an event has a constituent record as the host, and another as the attendee. So one registrant registers for two records and a Host record and Attendee record are created. We want to keep the record from being registered ...