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Create ability to find and merge duplicate emails and phones within a single constituent record
Create ability to find and merge duplicate emails and phones within a single constituent record so that we have much cleaner data and less duplicative information.0
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RENXT Insights - Need to group them into Folders
Having a huge list of insights sorted by creation date is not feasible. This needs a grouping or folder function to categorize insights in order for the insight function to be useful0
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Add "Action Summary" to Searchable Actions
I love the new ability to click on actions and see the whole list, to sort and search on keywords. One thing I have realized is that the Action Summary section from NXT (or Action Notepad Description) is not included in this view. The Action Summa...2
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Including Portal invites in automated workflows
We have automated workflows to send new donors a series of stewardship and engagement emails, each email at certain intervals. It would be ideal if portal invites could be at all automated, so that the same group of donors who receive these emails...1
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Option to add an additional "recurring" or "one time" donation tab
My organization is planning a huge gala and what to be able to allow guests the option to do three things from the donation form. The recurring tab allows them to choose an amount they would want to donate to the general operation of our organizat...0 Reviewed: Voting Open
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Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ect0
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Pledge Installment Projection Report as of a specific date
This is available in altru and not RE. Your clients need this so we do not have to manually recreate something that should be available as a canned report. The cash flow report in the database version includes gifts after a certain date not pledge...0
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Adding a pledge payment in NXT
When Database View doesn't seem to want to work, being able to apply a gift that was mailed to us (one that has a current pledge in the system) would be great in NXT.0
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NXT duplicate merge screen should show constituent IDs at the top of the record
Having the constituent ID at the top of the record would help users decide which record to use as the target vs the source. Our business rules call for using the older record as the target. In general, the lower the ID number, the older the record...0
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The 'time in status' field in the prospect management tile displays an orange triangle once the status is overdue. Wouldn't it be great if this represented the actual overdue days (rather than the total days in the status)?
Prospect research officers, major gift officers, philanthropy managers0