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25
Vote
Do Not Contact Import/Global Change
Please add the ability to globally change the Do Not Contact field on phone types through Import or Global Changes. Currently the Do Not Contact field is not available. It is important that users can access all fields within phone types in order t...
Created 13 Feb 14:44 by Anne S.
Import/Export
1
23
Vote
Add Summary as an available import field for action records
The summary line on RE:NXT action records is very helpful for logging actions and even more helpful months later when you're reviewing a constituent record and trying to figure out what comes next! Right now, there is no way to import a title/desc...
Created 30 Aug 00:11 by Guest
Import/Export
2
1
Vote
Ability to Export to Sharepoint/ OneDrive directly
As an organisation we are moving away from using local storage on our PCs and instead moving all storage to OneDrive or SharePoint. Being able to export directly to a SharePoint site via synced folders would save time and reduce the risk of files ...
Created 13 Dec 11:42 by Lisa Blanchflower
Import/Export
0
2
Vote
Exporting Constituent Attributes Categories
Adding the ability to export constituent attribute categories one row per attribute similar to how it appears in query would be helpful
Created 23 Jul 15:10 by Michelle Norfleet
Import/Export
0
24
Vote
Allow Export filtering by Ratings Category
Currently, within Export, filtering (selecting criteria) for Ratings information through the RE:Search module is only possible by the Ratings' Source. It would be helpful to be able to filter the output by the Ratings' Category. This will help by ...
Created 13 Dec 15:25 by Guest
Import/Export
2
11
Vote
Mass upload of pdf's (donor reports) into various constituents files
We have reports that we physically and digitally send to our donors, but need to track and document what we have sent to each donor for future reference. Without this capability, we are having to manually upload around 300 reports into 300+ donors...
Created 09 Jun 21:27 by Guest
Import/Export
2
24
Vote
Export Next Installment Due Date
Users would like to have a field in Export that will select the next transaction due date for the pledges. Exporting from Pledge Reminders does not give the correct information. To get the installments, you have to export the pledge reminders. Sor...
Created 11 Aug 18:57 by Guest
Import/Export
0
16
Vote
Export only active assigned solicitors with end date blank
It sounds simple but not as simple as it sounds. When you try to export a certain list of donors including the ones with active assigned solicitors (end date blank), there is no simple way to do it without going through multiple steps including th...
Created 23 Apr 17:48 by Guest
Import/Export
1
23
Vote
PLEASE develop a Proposal export option
I need to be able to filter on Campaign, active/inactive, and receive output of only active proposals for this year (campaign), not sort through all proposals ever created.
Created 27 Jul 17:41 by Guest
Import/Export
2
10
Vote
Allow importing gifts into a batch
It would be great to create an import that dumps right into a gift batch so we can review it all before it goes directly on to their records
Created 08 Apr 17:16 by Guest
Import/Export
0
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