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Has similar addresses together
I would like to see all home addresses grouped together as well as all business addresses grouped together in the address tab. The addresses history of the donor would be clear. People sending letters, tax receipts, annual reports and other docume...0
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Upload a list of Constituent IDs, link it to the data in RE (add columns and have the data fill in), and then export the new list
Reeher has this capability and it is very helpful.0
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Allow NXT feature 'search for an address' to be based on existing constituents records
The current feature 'search for an address' using Bing does not always return the correct Canadian postal code for the address. I would like to see if the address search can be done on existing records in the system.0
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Add "Class of" and other possible helpful fields to record result when using Duplicate Constituent Mgmt Tool
Our organization is a school. When searching for duplicate records using the Duplicate Constituent Management Tool it would save quite a bit of time if the field "Class of" was included in the resulting records. Currently when determining if recor...0
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Make the Alert pop-up more prominent.
It's all the way on the right side of the page.0
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Too many clicks to complete merge in DCMT
1) Once you decide what to merge, you cannot hit the enter key to activate "Merge" now. One must use the mouse. Please allow for the enter key to be used. 2) There are three confirmations. That is two or three too many. These should be combined in...0 Will not implement
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Show What Queries a Constituent is Part Of
I'd love a chance to double check my criteria by being able to open a constituent file and seeing what queries they're currently on.0
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Export addresses in different format than stored
In most cases we do not abbreviate addresses, which is great 98% of the time. If we could export in USPS all caps format, it makes bulk mail much easier!0
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Location Mapping by Relationship in RE
Our constituents are allocated to their local Support Groups via an organisational relationship with that support group. It would be great to see mapping of our constituents by their support group (i.e. by relationship) rather than just by address...0
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Organisation records vs individual records
Ability to pull lists and either exclude or include as relevant organsiation/individual records.0