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Export hard credit ID/name
Please add the ability to export the Cons ID or name of the constituent responsible for a gift. When exporting gift details and including soft credits, there is currently no way to export details about who made the gift. It will always only show t...0
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Add query to export based on last changed date of query
Problem: I created a query last year that I want to include in an export and I made a couple adjustments today so although the created date reflects last year, the last changed date reflects today’s date. Solution – when we “Include…” “Selected Re...0
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Make all required fields available when using the 'create import file' function
For example: I want to update some proposals (since global changes for proposals are extremely limited). I create a new import. In the general tab I say "Create Import file" and include the fields I want to update and the proposal import ID. I can...0
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Set default File Locations for Mail Exports
When exporting Mail files, the default location displayed seems to be the location that the author used when creating the export. So when I open and export any Mail files, I have to manually change where I want the file to be saved. I want the opt...1
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Imported Constituent Appeals should directly link to the Appeal "Solicit No."
My org segments groups quite a bit outside of RE and imports the appeal codes into records after segmentation. After talking with RE, we've found that the imported constituent appeals don't affect the appeal record's "Solicit No." I have to enter ...1
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Summary Information in RE Export should not have a $0 in fields with no values
Knowledgebase Article number 40412 states that When summary information total amount is used, this is a total given based on the parameters. If they have given no gifts, then their total will be zero regardless of the option selected to exclude ze...1
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Expanding Filter boxes
Can we have the filter pop-up box as an expandable feature? I would like to be able to expand so I can see if I have more than one filter. Exports and Queries0
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Ability to match on NIN in API
At the moment in the API available through NXT it is only possible to match against constituents currently on RE through the Cons ID. We use the field for the NIN for our alumni student number and therefore it would be great if we could match cons...0
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Adding Google Sheets and Docs as an export type for queries and exports
Organizations that are using Google for Business as a large part of their information systems infrastructure, will likely have many people working directly with the Google apps simulating traditional Office applications like Word, Excel, Powerpoin...0
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When Exporting a list and using Addressee\Salutation and "From Configuration" beware deceased spouse
If you create an export with a query where both Query and Export has deceased unchecked - be careful if you format the addressee or the salutation. There is an option to use the fields "from configuration" instead of "from Individual".We used this...1