-
Add "Move Date" to Address Finder
NCOA updates have a Move Date and an indicator of what type of move it is (Family, Individual, or Organization). These should be added to the records as an Address Attribute, at least. The Move Date could even be substituted for the Start Date (th...0
-
RE NXT for Outlook - transfer email content to Note field in the action
The new feature linking Outlook to RE and allowing emails to be saved as actions is useful. Can the content of the email be transferred to the Note section (web view) and Notes tab (database view)? It would be nice not to have to edit the Action t...0
-
System Pop-Up/Auditing when Email DNC/Inactive/Unsubscribed & Sending Marketing Email
When using lists to deploy an email through the Marketing workspace, neither in the list or in the pop-up prior to confirming deployment of an email does the system display that the constituent is unable to be contacted for whatever reason (i.e. t...0
-
Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...10
-
Unsubscribes Should Not Exclude Transactional Emails: a custom unsubscribe screen should solve this
When a constituent makes an online contribution (or uses an online form) they can selects a Channel/Category to opt in/out, when they opt out, RE also markes their email address as “dnc” - when this happens you can no longer send allowed transacti...1
-
Ability to Filter Constituent Attribute Tables in Webview
In web view under Control Panel-->Tables, we can filter tables by various categories, EXCEPT for what in db view is called "Constituent Attributes." To view these tables, we are forced to view ALL tables and scroll through, what is probably for...3
-
A marketing preference page for constituents to opt-in and out of specific marketing through NXT email
It would be extremely useful for constituents to see a preferences page for marketing - so they can choose what newsletters, etc they would like to receive. Currently, if they click 'unsubscribe' they mass unsubscribe from all marketing from the u...9
-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
-
Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
-
Please fix tribute name field in NXT donation form
Please fix the tribute name field in NXT Forms to be two separate fields "First Name" and "Last Name" and make both of them required if the tribute option is chosen. We are having an issue where pet tributes are being automatically linked to pre-e...1 Reviewed: Voting Open