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Email builder needs to be able to handle Addressees and Salutations as they were designed for in the database view
Email builder needs to be able to handle addressee/salutations more like how they are handled in the database view. Like in exports - you can format based on the individual, configuration, or the individual name - use this otherwise use this . . ....8 Reviewed: Voting Open
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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...27 Planned
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Posting Report Posted By Field
The posting report when posting gifts to the general ledge has a Posted By field which is always blank. Having it show the name of the user who is doing the posted would be very helpful for auditing purposes to ensure that we can show the name of ...0
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Properties & Import IDs - record merges and db admin
To be able to make informed decisions in web view after merging records, please bring over the properties that exist on addresses in database view. For that matter, all fields that have properties in database view need to be transferred to webview...1
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Provide CONSTITUENT BATCH functionality as in database view.
Constituent batch functionality, as in database view, is a time-saver and assists in adhering to our data entry standards. A necessity in NXT, as creating a record one at a time is inefficient.2 Reviewed: Voting Open
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Make Query Results Column Width Save/Sticky
It would be helpful if the column width saved in a query. I often resize these so I can view everything I want to see at one time, but every time the query is run the column width resets and all columns are the same size.0 Reviewed: Voting Open
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Add ability to pull Prospect Insights Data as Lists and Queries
Please add the ability to "pull" Prospect Insights data ("Undergiving"; "Excellent" and/or "Low Likelihood" Major Giving Likelihood, "Opportunities, etc) as lists and queries instead of having to view them one by one in their individual records. A...7 Reviewed: Voting Open
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Being able to copy online registration forms from one event to another event
If not copying, at least being able to save the basic settings (colours, fonts, sizes etc)5 Reviewed: Voting Open
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Add End Date to Consent
Please add 'End Date' as a data point for each Consent. This will allow us to mark a constituent as no contact for a specific time period without needing to go back and remove the 'NO' consent.0
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PDF receipt for online donation
I have donors who are elderly and are not tech savvy. They have set up a monthly donation online and thus receipts are emailed. Well they get upset when they are emailed to them and not printed. I can't issue a PDF receipt to them because it was s...0