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Add Organization field to an Individual Constituent Record
We have all our individuals linked with organizations, but it would be so much easier to also have an "organization" field on Bio 1 so that when I open records, I can clearly see where they work or what org. they're affiliated with (without going ...0
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Allow for an organization logo to be added to the opt-out email sent when using the EmailFinder tool.
I just utilized the EmailFinder tool for the first time in Database View, and in setting up the customizable fields for the opt-out email, I worried our recipients might not respond to the email since it did not look like a legitimate communicatio...0
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create custom lists in the "Lists" section
Currently, there is limited filtering capabilities in the different segments under Lists and some of us are attempting to use this function to display information for our gift officers to act upon. In our shop, gift officers are routinely asked to...0
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Allow response to attendance at events via email
It would be fantastic if, when sending constituents an email regarding an event, they were able to respond as "attending" or "not attending" (click options) which would then drop into the correct field in their record. This would save SO much time...0
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Enter payments in web view as direct debits without having to process them.
Hello, I would like to be able to enter payments in web view as Direct Debits without having to process them (because they have already been received in our bank account and I just need to record them in RE). Yes, I could do it prior to the update...0
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Favorites Menu/Page
I was going to say that this wouldn't help too much right now, but that's not really true... I would love to see a Favorites Menu/Page/Tile similar to RE:7. With the ability to save a link to a Record, a List, a Report/Page in Analyze, etc. And or...2
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NXT constituent report like in Database view
We would like to be able print profile report in NXT like in database view0
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Be able to change the date of a gift while in the Web View
At times, we need to change the date of a gift to coincide with our deposit dates to the bank. Currently, we cannot change this date in the Web View. I have to go back and forth from the web view to the data base view. Would like to just stay in t...0
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Append actions with the outlook/gmail plug-ins.
It would be great to be able to append more information to an action you've created with the outlook or gmail plug-in. It's great that when sending an email you can create an action right there but I don't want to create an action for each part of...0
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...1