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Export: Allow for column order customization
When we purchased RE, we were told everything is customizable. I am frustrated that I cannot make an export with the column order I choose (eg Gift Export cannot show constituent info first). Manually copying and pasting column order changes for a...Reviewed: Voting Open
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Add Additional Export Elements to the Fund Export Relationships
We have Funds with relationships to individuals (contact, chair, professorship, named honoree). When building a Fund Export - there is very limited information that you can include for individual and org relationship of that fund. We at minimum ne...Reviewed: Voting Open
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Allow dashboard/reports/lists to be exported/imported between RE NXT instances
When developing a dashboard/report/list in our test instance of RE NXT, it would be beneficial to have the ability to export dashboards/reports/lists from that environment and upload it to our production instance. Currently, we've been told that w...Reviewed: Voting Open
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Allow users to suppress inactive emails from exporting. It's causing duplicate lines in exports even though the box to suppress duplicate lines is selected.
No description providedReviewed: Voting Open
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Allow the mail wizard to export multiple phone types to be included in the same export.
No description providedReviewed: Voting Open
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Be able to export Adjustment Previous Amount from Export
This will be helpful to allow fewer exports from RE NXT to be able to calculate how much we have in refunds and show on external reports.Reviewed: Voting Open
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More detailed exports from NXT
It would be nice to be able to export a more detailed report from NXT for mail merges. Being able to add salutations to that export would be useful. Especially since a lot of online gifts come in and doing a mass export of gifts without have to ru...Reviewed: Voting Open
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Export NXT Wealth Ratings by Category.
It would be save lots of time to be able to export the NXT Wealth Data by Category. The way it is now, being able to export only by Source, means the data is not 'siloed' into a column. This is particularly problematic since NXT uses the same "Nam...Reviewed: Voting Open
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Exporting Media
It would be helpful especially with the recent data breach to be able to export media in a large group instead of having to go into the record individually.Reviewed: Voting Open
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Export Custom Dashboards
It'd be nice to be able to export a custom dashboard and send on a tandem similar to the pre-configured. Seeing large dashboards all in webview (especially since we cannot zoom out) is difficult. I'd prefer to export to a PDF or PNG the WHOLE dash...Reviewed: Voting Open