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Ability to create an emailable list that contains a hyperlink from each record in the list to the actual record in RE NXT
This emailable list would be a straight forward way to allow RE users to look at a list of constituents with basic info (maybe just name and email / mailing address) and the ability to access the complete constituent record in RE NXT0
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Allow Online Event Registration without Payment
It would be very helpful to allow people to register for an event (that has a fee) without paying at that time. It's so much easier for people to click a link to sign up, but for some events (like fundraisers) they want to be able to send in a che...0 Reviewed: Voting Open
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In REPORTING add the abilty to filter between Gift Amount and Contribution Amount.
I want the option to see all philanthropic deductible gifts without seeing non-deductible revenue. Currently in REVENUE TYPE you can filter between Committed and Received. Please add Gift Amount and Contribution (receipt) Amount to allow for seein...0
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prompt users to add follow up actions when completing an action
Similar to the database view - prompt user to ask them if they want to add a follow up action0
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Allow the ability to enter a "fallback" term for merge fields that are blank
For example, let's say you want to start your email with "dear first name", if one of your constituents doesn't have a first name, you could enter your fallback as "friend" so that those with blank fields would have their email say "dear friend" i...1
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Add links for Last Action and Next Action in Constituent Lists to open the Action records
On any Constituent List, such as the Portfolio or Constituent Lists directly, Last Action and Next Action should be able to open the action. There are links for See More and even to open the "Fundraisers" constituent record, but no link to open th...0
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No requirement - or customizable requirement - for phone status
We have run into the problem that if the one and only phone number we have for a constituent is Inactive/Bad, we still have to mark it as primary - even if also marking it as Inactive. This is totally unnecessary and can get confusing. It would be...1
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Be able to see 'Notes' (and other info) separate from 'Action Summary' on Work Center Actions tab
The current Work Center Actions tab column choices do not permit the user to view a separate column of 'Notes.' Currently, the Action Summary column includes: type, constituent, date of the action (which is redundant if the viewer also chooses to ...1
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add a feature to upload the email to constituent records
in RE Online Express you can upload the email to a constituent record so that you have history of communication with your constituents.0
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Add Funds to Online Donation Forms' Thank you Letter
It would benefit donors, so they can see in their confirmation email what fund they designated their gift to. I would also be helpful to the staff as an alert.0