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Viewing changed statuses
When a user changes a status in a record, having the foresight to be able to run queries and view who has made the changes. an example of this is if you have "Gift Receipt" with options of Receipt and Not Receipted and a user then adds a further o...0
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Adding a higher count into the comments field
In the volunteers tab --> Medical/special needs, there is a comment area, currently there is a limit of 50 characters, however this field should have a higher count of characters as in some instances you may need to have more. -
Make pledge payments one total amount instead of breaking out the installments on the pre-post
On the pre-post, pledges made with multiple (bi-weekly in my case) installments, show up 26 times instead of as a total amount pledged. It would be lovely if the pre-post could condense this into one lump sum for easier viewing or at least allow f...0
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Italicize fields with criteria in Exports
Fields that have hidden criteria in Exports are not immediately obvious. If you are reusing an export from another user or from a previous year, you may be unaware that restrictions exist. By italicizing or otherwise highlighting fields with crite...0
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Remove Over(Under) from Solicitor Performance Analysis report in RE
Using this report, and filtering by a fund, I was told by support that the Over(Under) is the only column in the report that does not filter but looks at all goals for a solicitor not just the fund you are filtering on. Nove very useful in a filte...0
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Data Health
I love working on duplicates, and tomorrow is my last day. But, I figure the world is better with feedback. In the duplicate records search, I find myself getting dizzy at the triple loading circles for about 30 seconds, Winnie the Pooh's "thin...0
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Have the ability to format addresses using Address Finder before it is downloaded into RE
We use punctuation in our addresses since we are using a formal letter. It would be nice if I could edit the addresses using our format before they are downloaded into RE.0
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Add School Type to filter on in RE NXT (under Education Filter)
Our University uses School Type to differentiate between, School of Business, School of Arts & Sciences, School of Education etc. We often query alum from a specific school type. The only way to get to this in NXT is to use majors, which can c...0
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Setting to automatically add all Actions assigned to you to your calendar.
This particularly helpful when members of our team need to assign actions to other members on the team or when those team members ask us to add actions to their calendar.0
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Ability to add a pop-up message on any RE screen when opened/clicked-on.
Many codes in RE screens have a definitions list that needs to be defined when looking at the code, but there is no associated definition of the code's values available in RE0