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enable map view of lists to be exported as a pdf
this allows major gift officers and others to share geographically where donors are concentrated for national organizations to help plan visits and events0
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Allow for "today" or "withdraw date" as an end date for withdrawn students/parents in Connect RE Settings.
The current "end of fiscal year" and "end of academic year" options mean that if I withdraw a child midyear, Connect RE puts in a date that allows for them to stay on mailing lists unless I remember to manually go in and change the date (spoilers:...0
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Add Relationship contact's emails to actions for Orgs in NXT view
When assigning actions in the RE database view, you are able to select the email address for a specific contact person listed on the relationships tab of that organization. The email address does not populate and is not available to select in the ...0
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Hove your staff vote on Ideas
Please encourage your staff to vote on ideas from the idea bank that seem worthy of consideration. They most likely have a good handle on what is a good idea and can help provide focus for your team of developers so they are efficient and effective.0
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Export attachments in gift records
With the sunsetting of Church Management and churches needing to export data, it will be so helpful to be able to export attachments, such as scanned checks, from a constituent's gift record. There is currently an option to export attachments with...0
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Ability to filter Wedding Date by MONTH ONLY so multiple years of that month show up
Right now "next month" on the Wedding Date feature only literally does the next month of the year we live in, but I need to pull multiple years of one month. Example, all anniversaries/wedding dates that happened in March, any year.0
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Surface constituent annotations/alerts between database view and web view
Currently, if there is an annotation on a constituent record in the RE database view, it is not visible anywhere in the web view. This information needs to be carried over and visible in the web view. Use case: We have always used constituent Anno...0
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Add electronic signatures to thank you emails in OLX donation forms
We are sending a thank you for a fundraiser for a mini campaign and we are including a thank you from the department leader. We wanted to include her signature on the email thank out, but found out we couldn't. Without the signature, the signature...0
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Add date to Custom Fields and allow it to be sorted
We use custom fields and the older ones should sort at the bottom, you shouldn't have to scroll through them all. There should also be a filter to exclude inactive custom fields0
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Add FundID to NXT batch forms
As an institution with hundreds of funds, it would be extremely helpful if the FundID was added to the NXT batch form. This would make reconciling much easier.0