-
Add ability to mass/auto merge constituents in Duplicate Management
In the NXT webview Duplicate Management, please allow the merging of more than one record at a time. The tool is very helpful but it takes a long time to merge each set of records. The goal would be to select multiple (or a set of) duplicate pairs...1 Planned
-
Make it easier to populate the Consent Statement field when entering Consent (opt-in/opt-out) records
It's going to be very time consuming to copy and paste our consent statement into the consent box when adding on a new opt in / out. The consent statement wording will always remain the same so this should be easier to enter or default. Without an...2 Planned
-
Merging constituents between RE and NXT
When merging constituents from NXT to RE, all information does not merge. Need to figure out a way so that all information comes over and is not lost.4 Planned
-
Edit or Add Primary Business information
People change jobs . . . often times when they move. So if we are able to edit and add addresses and email, we should be able to edit and add primary business information as well. Otherwise you can do one task in NXT and then have to open up their...1 Planned
-
Add "website" as a type of "online presence"
Currently, the only way to add a website address to a constituent's biographical record is to add it as a type of contact information on database view/RE7. But it would be great if you could add this data in RE7 as a "type" of online presence alon...0 Planned
-
Merge Gift Aid declarations when using NXT
Currently if you merge two records in NXT it doesn't seem to take the Gift Aid declaration over to the target record. This could mean losing many claims. This should be an option in NXT1 Planned
-
Make reCAPTCHA compatible with OLX Forms
As a former E Tapestry user and current BBMS client, I was shocked when I found out after our conversion to Raiser's Edge that reCaptcha was not compatible with your on-line donation forms. ETap has this feature imbedded in the DIY forms so you wo...2 Planned
-
Attachments Tile on Appeal Records
I'd like to be able to add an Attachment to an Appeal Record (I assume Event Records will have an Attachments Tile, since they have a Media Tab in RE:7). If we send the same thing (i.e. appeal letter) to multiple people, I add the Appeal Tag to ea...0 Planned