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Display Volunteer Job end dates in a constitutent record to quickly see which are expiring or ended
It would be helpful to be able to see the end date on the Volunteer jobs that are displayed on the Volunteer panel in a record. This would help us see which jobs are expiring, and which have already ended (or which don't have an end date at all.)....0
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AGGREGATE ALL THE REQUESTS FOR ADDRESSEE SALUTATIONS TO BE IN NXT
There are a number of Ideas that have been voted on to get the DB functionality of Addressee/Salutations in NXT Email etc. It is really disappointing this functionality still isn't there when it is BB NetCommunity.0
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Add Constituent Photos from Web Link
Instead of having to upload a photo to a constituent profile from the computer, it would be nice to be able to link it from the web. This would enable skipping the step of downloading the photo.0
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If record changed in NXT display in RE Properties
we would like to see when record was last changed and by whom2
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Marking deceased in NXT doesn't transfer gifts to spouse like it does in RE
We want gifts from a household to go to the living member, and thus can't mark anyone deceased in NXT because it doesn't auto transfer like it does in database view.0
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Warn users who are about to duplicate a relationship that already exists between two records
I just got spanked for adding a relationship between two donors that already existed that I forgot to check for. If there was a pop-up error message that stated "This Relationship already exists between these two records. Are you sure you want to ...1
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Give Queue access to the Tenant File Share FTP Folder
Currently Queue can only save to directories which CANNOT be access via FTP. This means you cannot automate any FTP nightly file moves and must manually move files around folders if you want to use any of RE's data in another system on a regular b...2
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I would like an automatic date stamp on the "In Summary Note" box
I use this section for donor summary notes. By having an automatic date stamp it would be easy to see the last time the information was updated.1
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Allow Comments to be added when adding Solicit Codes to a Constituent record
It would be very helpful to have the comments field available for use when adding a Solicit Code on a Constituent record. This would allow us to capture the "Why" of the opt out at the solicit code level directly instead of having to add an action...0
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Need to be able to export Excel of constituent attributes with the description and date being in SEPARATE cells.
Right now when you export a constituent list with a particular attribute, the attribute description AND the date are present in the same cell. This causes major problems when you are trying to sort the excel and report on the data.0