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Connect RE Formatting
When using ConnectRE do not override formatting in ConnectRE. Example: in RE our addresses are spelt out BUT in Core they are not. I would love a way to update addresses but not change formatting in RE.
Created 06 Jan 13:33 by Marisa Phirangee
Constituent record
0
5
Vote
Add 'All Channels' to channel list in Consent
The ability to create a blanket opt-out for a particular subject such as fundraising or mentoring regardless of channel could more easily be managed with an 'All Channels' entry in the channels list. Particularly since the consent configuration al...
Created 14 May 11:00 by Martin Porcas
Constituent record
5
5
Vote
Make individuals' business addresses part of the addresses, not just relationships, and don't separate the business name
When an individual has a business address, the name of that business is separated from the address of that business. This causes all kinds of problems: 1. In a mailing list export, one has to create a separate column for organization name and one ...
Created 08 May 15:12 by Guest
Constituent record
0
5
Vote
If No Address, No Red Check Mark on the Addresses Tab
When creating a new constituent record, even if you don't have a mailing address, the system auto creates a blank address record with Address Type box filled in and the "Send mail to..." box checked off. There is the ability uncheck the "Send mail...
Created 04 May 12:36 by Guest
Constituent record
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2
Vote
Different addressee / sal for Organization contacts that are constituents
We need a way to change the addressee/salutations for organization contacts that are constituents. Example, we Mr. Smith and his wife are regular donors, and Mr. Smith is also an organization contact. We have all the addressee/salutations for hous...
Created 07 Apr 17:29 by Guest
Constituent record
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1
Vote
Add Fund drop-down menu to Action records on NXT
It would be very helpful if when entering Actions on NXT we could select to which Fund that Action is related, as we have in the database view.
Created 02 Aug 20:05 by Guest
Constituent record
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4
Vote
Allow Business rules to control the appearance of the Assigned Canvasser/relationships screen
Although individual users can set a default view there is no way to do this at a system level.
Created 28 Jun 09:45 by Guest
Constituent record
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6
Vote
Export media files
To be rendered in external reporting tool, such as Crystal Reports, or to be transferred to another system, like an on-site event credential system that requires headshots.
Created 23 Sep 15:01 by jessica mavaro-stoller
Constituent record
0
6
Vote
Linked In
NXT should be able to connect with Linked In for up to date photos and profiles of donors
Created 21 Sep 18:30 by Guest
Constituent record
0
3
Vote
create a plug-in that integrates RE and Microsoft Teams
It would be great to have a plug-in for Microsoft Teams similar to the one that exists for Outlook.
Created 23 Oct 20:05 by Liz Steward
Constituent record
0
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