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Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...0
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Enable the mobil version of RE to operate when logged into RE Database/NXT
I have left the office and am heading to an appointment and want to look up more information through RE Mobil App. Often I cannot even log in as it appears that it will not allow you to be logged in two places at the same time. Furthermore, it is ...0
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Bulk Import into NXT Ratings
It would be helpful to be able to bulk import ratings into NXT. We use a third party system which can be imported into attributes, but it's a ratings system and makes better sense to have that information in ratings for evaluation.0
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Add more fields for search criteria in OLX Constituent Matching and OLX Giving Form
Class Off, Spouse FN, Spouse LN, Spouse Email, Maiden Name, Nick Name, Spouse Nick Name1
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Suppress pop-ups in NXT
Create an option in NXT so that pop-ups are suppressed. For example, currently when an action is created the 'Action Created' pop-up comes up and has to be manually closed. Would like that it's suppressed completely or closes after 1-2 seconds.0
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Have the Outlook search from email that creates an action also search spouse emails.
It would be so helpful because we only have one spouse as a HOH in our database and we place the email under the person it belongs to.0
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Add a Settings option to adjust fields display on the Giving History panel
Would love to be able to adust the default view of fields on the giving history panel. Reference is a field that is extremely important and would be helpful if we could opt to display.0
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Have soft credit as a field in batch
Rather than just having to click an icon to soft credit, have it as a field in the batch - if you are trying to add a soft credit to multiple lines it is laborious.0
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Donation Form Ability to change external facing appeal names
NetCommunity and Online Express have this. Appeal names in RE are internal facing and should have the option to pretty them up for a donation form.0
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Customise NXT Constituent Tiles
It would be great if we could customise the fields displayed on the tiles in a Constituent Record in NXT. Currently, the tiles only display the Gift Fund; it would be great if we could see the Gift Appeal.0