-
Entity Match Utility Tool
Hello! A utility tool should be developed (MelissaData has one on the market) for users of RE to upload an external list and based on those data points provide a possible match and confidence level. This will help when we have to add new records a...0
-
Add an "Enable/Disable" checkbox to a Queue definition so that an export can be disabled without destroying its schedule settings
In the course of developing exports, I inevitably copy export definitions and tweak them. I need to be able to disable and re-enable them without destroying the scheduling details by making a definition "manual".0
-
Offer alternate/clearer time frames to Analyze Action Summary chart
Currently, the only view is by Week Number in the time range. This is not easy to use/decipher. Offering "Week of DD/MM/YY" or the opportunity to view by month/year or another option would make it more usable.0
-
Unknown Date option for Date To in Constituent Codes
A seemingly ongoing debate exists on whether or not to have active and former constituent codes, i.e. "Board Member" and "Former Board Member". For us, the primary reason we use the "Former Board Member" option is because, historically, we do not ...0
-
Disable Opportunity/Proposal Status change in RE Classic
With the expanded features of Opportunity Status changes in NXT, I would like to be able to lock down that field in RE Classic so that it is view only, forcing users to make the changes in NXT. -
Related Transactions in Gifts
I was looking at something else, and noticed that when you click thru to a Pledge Payment, you can see the Pledge in the Related Transactions Tile. But if you click on a Pledge, there are no Related Transactions, and while you can see them in the ...0
-
Add payment method to Analyse gift breakdown
i have heard from several organisations that being able to analyse gifts by payment method would be greatly beneficial0
-
Writeback opportunity status changes to an attribute on DB view
As no ability to use the valuable data on days in stage and date the stage changed has been added to the webview, why not enable this in DB view. This could be achieved by writing back to an attribute on the proposal record on DB view, in a simila...0
-
Add ability to hide consent box
Consent functionality may not be in use at an organisation (such as ours) - we are using solicit codes instead as we are not relying on consent as a legal basis for data processing. It is confusing to users to see two possible places for this info... -
Make it possible to print out the duplication report
No description provided0