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Ability to Add a Document to Online Express Email
It would be very helpful to be able to add attachments to an Online Express email.0
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Checkbox to only display active letter codes
It would be great if there was a checkbox within Configurations > Letters to be able to chose to see only the active letter codes. This checkbox option is available for several entries within Configurations > Tables. We have several dozens o...8
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Add Fund to BBMS Disbursement Details Report
When we receive disbursements to our bank account, we need to know net amounts by Fund. BBMS provides reports with details of each gift (gross and net amounts) by donor name but not the FUND it was designated for. The gift record in RENXT shows gr...0
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Attachments visible in list view via RE NXT
When pulling up a list of gifts we should have a column option for attachments. With a simple checkmark noting if an attachment is on the gift record. If there is no attachment on the gift record then no check mark will appear.0
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Add 'Today (any year)' as an option when querying on Date of Birth
This would be extremely helpful when sending birthday cards via NetCommunity. It would allow sheduled emails to be used to send a daily birthday email to a constituent list automatically.8
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Unable to link one action record to multiple constituent records
I saw Knowledgebase doesn't provide a solution to link one action across multiple records. It seems to me this would be useful. I run Action Reports for our team and it would be helpful to see the Action only once on the report (connected to two o...7
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stop creating duplicate constituent records for new gifts or event registrations
When existing constituents enter their own info on a new gift or event registration they often enter slightly different formats than exist in RE, for example, "Joe and Jane Smith" as the name - Joe Smith and Jane Smith may already exist as separat...0
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Link the guests of a registrant to the relationships tab
Currently you can only link Guest participant records to a constituent record, or not link them at all. You should have the option to link them to the registrant's relationship records, so you don't have to convert a relationship to a constituent ...6
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Showing constituent is deceased on the mobile app.
Showing constituent is deceased on the mobile app.2 Reviewed: Voting Open
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Being able to export prospect rating information based on the category not just the source
We should not be limited to exporting prospect rating information only by the source. We need to be able to select rating information to be exported based on the category as well. This would allow us to get the WealthPoint MG Capacity information ...9