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Consent tab - Autofill consent statement and privacy policy
As I would imagine most consent statements and privacy policies are not amended frequently it would make sense to be able to autofill these paragraphs into the consent tab. Then if they do change we can just change the autofill. Having to type or ...1
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Auto-populate a note when a Constituency Code, Solicit Code, or other major field is changed.
Auto-populate a note when a Constituency Code, Solicit Code, or other major field is changed. Sometimes a code is changed and we don't know who changed it or when. It would be very helpful for a note to auto-populate showing a change was made to t...0
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Allow global deletion of attribute table entries
We realized within our organization that there are a few attribute descriptions that we don't need anymore. I wanted to reorganize our attributes so i pulled a query of all constituents with a specific attribute description. After pulling the quer...1
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Track changes that are made via the Connect utilty
I would like to be able to look in the record in RE or NXT and find out if a record is connected to CORE and the changes that CORE makes to a record. You could find it if you went through every log in the Connect utility but it would be helpful if...0
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Globally Delete/Change the Volunteer Type on the General Tab in Volunteer Module
The volunteer module has a General tab with Volunteer Types and there is no way to globally change/delete all the fields (Type, Status, Start Date, End Date, Reason Finished) on the row. If you want to remove them you have to do individually - you...2
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County and Region auto-populate based on zip code entered for new constituent
We have multiple people in our organization who enter new constituents. Some are more detailed than others. Many forget to populate the county and region fields when entering a new constituent address, since you have to click on the "more" tab. If...1
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Make category and Source mandatory in consent
to enusre all records are fully completed0
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Under Appeal tab, most recent appeal should be listed at the top
When looking at recent appeals, some constituents have 15-20 on record and they are from years past, want to see most recent appeal FIRST instead of scrolling down or hitting the date button each time.1
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Automatically add start date to preferred date when copying preferred address to alternate
When copying the preferred address to an alternate address today's date is added to the end date of the alternate address field, it would also be helpful if today's date was also added to the start date of the preferred address.0
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Enable "action status" to be edited in the web view
We currently use the "status" of an action to track progress of an Action record - however, this field is not available to edit within the RE NXT web view (although all of the other Action fields are available to edit). This means our Fundraisers ...1