I would like to have the ability to see a constituent's record without having to type in and search for a constituent in RE or NXT each time...like we used to be able to do.
I know the previous reason for giving up that functionality was because of the difference in platform between RE7 and RP (moving to cloud based) but, now it seems with NXT being cloud based, we should have that ability back, if we are on NXT.
I often am looking at more than just wealth or philanthropic data, I'm looking at relationships, proposals, notes, and actions. Plus, the final decision of who is assigned as relationship manager/solicitor is recorded in RE, not RP.
Kristen Barlow
