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Add option to make all export column headings match the the name of the selected field by default
When setting up an export to Excel, the column headings will usually be the exact same as the names of the selected fields, but you have to manually name each column, which is extremely tedious. There should be an option to have the column heading...0
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More options to support prospect ratings in RE 7 export AND/OR in lists as it relates to gifts in NXT
You cannot get specific about the ratings that you may want to see in an export form RE7 - and in the NXT view you can get the ratings very specifically, but you cannot get really nuanced gift information. This needs to majorly improve on both sid...1
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Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...0
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Add a separate field for Email
No description provided0
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Ability to export Last Appeal Date
We’ve joined a data cooperative and have to supply the “last contact date”. For some this will be an action, which is easy to pull. However, for most it will be an appeal (as listed in the appeals tab), and we don’t seem to be able to export the l...3
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Add Soft Credit total option to Summary Exports
It currently takes two queries to get a column of what someone has raised soft credit wise. An option to have total soft credit amount in Summary in Export or in NXT Lists would be incredibly helpful. Soft Credits are how we track what a fundraise...0
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Base pivot reports on exports not just queries to remove duplicates
Pivot reports are great in 7.94 and 7.95 since they go directly to Excel and save the pivot report structure. But the fact that they are based on queries, that may contain duplicates is a limiting factor so only the most basic queries can be used....0
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Import constituent donations (cash, inkind, etc..) from excel to RE batch report
It would be super helpful for my organization if we were able to import constituent data from an excel file directly into a RE Batch report, edit the report and commit the batch. Importing gift information directly into a constituents record inste...0
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Export "Last Installment/Payment Date Due" Field
You are able to pull this field in a query, but not in the export. This is honestly the simplest thing - if a field exists in RE, you should be able to export it!0
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Stronger duplicate criteria when importing constituents
While the current duplicate engine is very powerful, I am suggesting that the duplicate tool look to linked records. Husband has an Individual account. Has a Spouse record (where she does not have her own record). If the wife attends an event (or ...0