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Create labelling consistency in Query and Export
In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in t...
Created 31 Jan 17:46 by Guest
11
Reviewed: Voting Open
203
Vote
Add all fields to query list
Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.
Created 02 May 17:19 by Guest
39
Reviewed: Voting Open
41
Vote
MODERNIZE RE EXCEL EXPORTS TO XLSX
It is backward moving and illogical to allow excel exports in xls or cvs formats only. It should be xlsx or cvs. Many of the volunteer groups I send information to cannot open xls and cvs distorts columns such as membership number and zip code due...
Created 05 May 14:43 by Megan McLaughlin
Import/Export
0
198
Vote
Search for constituents *and* non-constituents from the Constituent Search window
Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employ...
Created 23 Apr 20:00 by Nicole Holt
13
Reviewed: Voting Open
188
Vote
view user login history
Allow administrators to view the login history for users, i.e. the last time a given user logged in to RE.
Created 20 Nov 23:48 by Guest
22
Reviewed: Voting Open
187
Vote
Share Action with Individuals/Foundations
It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc
Created 11 Sep 22:44 by Guest
37
Reviewed: Voting Open
2
Vote
Scheduling queries/exports
I would like to schedule a query to run on a 24 hour cadence and (ideally) be able to schedule an export on a 24 hour cadence to either (1) be available for download (2) save to computer (3) or be emailed to individuals
Created 09 Oct 20:31 by Guest
General
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1
Vote
Make the location field free text when creating a new action
When adding an action, for example a meeting, the location field is a table format and so you then have to pre-load the meeting location into tables to then be able to use it in the field drop down. Can you make it free text to save on this step a...
Created 01 Nov 10:14 by Kirstin Murdoch
General
0
48
Vote
Media Upload
When you upload media in NXT it should be able to be seen in the database view. That is just silly!
Created 15 Jul 14:58 by Guest
Uncategorized
1
37
Vote
Bring back XLSX file format for exports
We have many processes we do externally from RE that require us to export data. We have now lost the ability to export data to the XLSX file format. Blackbaud says this is due to the dis-integration of Microsoft Office at the end of February 2022....
Created 11 Apr 14:22 by Devan Caton
Import/Export
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