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Change Dismiss button in Needs Attention section in Work Center to dismiss the tile and not have it return nightly.
In the Work Center, the Needs Attention tiles are brought up by the top 25 records that the system flags as highest priority. While you can Dismiss the tile, it refreshes nightly based on the tag. The challenge with this is: I've already scheduled...1
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Add more options for configuring Revenue for constituents vs Overview Reporting (Dashboard)
When we configured Revenue for RENXT for our organization we made our selections based on how revenue would display on a constituent record : money received (one time gifts plus payments) + outstanding pledge (commitment balance) + soft credits) ...1
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Display notes from Org 1 tab in web view
Apologies if this idea is already listed somewhere else... let me know if so, and I'll happily add my vote to the other listing! Apparently, data entered in the "Notes" section on the Org 1 tab of constituent records in RE7 does not display anywhe...2
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Have a section in the constituent header for name pronunciation.
Currently the only place we have to add any kind of pronunciation details is in the notes section, which gets buried in the constituent record. Having a pronunciation tab front and center would be very helpful when gearing up to solicit or meet wi...1
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Filter by ratings or custom fields in Analyze
We want to analyze by leadership groups who have specific ratings. We could add attributes (custom fields) if necessary.0
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Email verification during registration
Could we allow registrants to enter their email twice for verification? If their two enters do not match they can not proceed. This will save time on data entry clean up.0 Reviewed: Voting Open
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Add filter to include end date on constituent code in Lists
When running a List in web view, it does not seem possible to exclude those who have an end date for a constituent code. Enabling that feature would make it easier for fundraisers to see current participants of an annual giving program, current co...0
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Customize columns in Gift Mangement Batches
My org uses a lockbox service to process through direct mail gifts. As a result, they only provide the Constituent ID in the spreadsheet we use to upload the gift information. When viewing the batch, it only displays the donor name. And there are ...0
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Analysis Tool Show Any Years Requested
It would be great to view analysis of selected years and not just current year and two previous years.1
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Record keeping needs
We love the feature of emailing receipts using the receipt template. Unfortunately, the emails go out and the organization does not receive a copy. That makes the paper trail less than ideal. Please add a CC line to the email template so that we c...0