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Automatically add start date to preferred date when copying preferred address to alternate
When copying the preferred address to an alternate address today's date is added to the end date of the alternate address field, it would also be helpful if today's date was also added to the start date of the preferred address.0
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Enable "action status" to be edited in the web view
We currently use the "status" of an action to track progress of an Action record - however, this field is not available to edit within the RE NXT web view (although all of the other Action fields are available to edit). This means our Fundraisers ...1
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Be able to add columns to all reports
We are not able to add/remove columns from a lot of reports. We are having to pay someone to modify reports so they fit our needs. It would be nice to be able to add or remove columns from all the canned reports. Also, there is no category here fo...0
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Need a prompt to link gifts to pending proposals in Gift Batch.
When entering gifts in a batch, a prompt will flash on the screen if that constituent has an outstanding pledge so that you can apply that gift to the pledge. It would be great to have the capability for the same type of prompt when it comes to li...1
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Rename Gift Type "Recurring Gift" to "Recurring Gift Schedule"
To alleviate confusion, it would be great if the Gift Type 'Recurring Gift' could be renamed to 'Recurring Gift Schedule'. Some staff in our office have made the mistake of thinking "Recurring Gift' was actually a payment instead of the schedule (...3
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Hosting - Make records bigger please!
We just moved to Hosting and the records are so small it's difficult to see. We can use Ctrl+scroll to make the main screen bigger, but I cannot get the record text itself to increase in size. I know we can expand the size of the record window, bu...1
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PDF and Emailed Statements to include: No goods or services.....
A Donor specifically asked this week for that to be shown on his receipt-statement, which is logical: No goods or services were provided to the donor in exchange for the above contributions(s).0
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allow flexibility for date recorded in reminder history - don't use run date
When running reminders want reminder history to show date reminder was generated/sent - not the run date. Leads to inaccurate records when reviewing history of reminders sent3
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RE7 Query:Date of last Prospect status Change
I want to pull a query showing a development officer's portfolio of constituents and include the current prospect status of each constituent and the date the prospect status took effect. This way when I have meetings with a team of development off...0
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Need to keep the grad year in the record of a withdrawn student
When processing a withdrawn student from Core through Connect RE the grad year that was in the education area is deleted. Advancement uses this area to review what year a withdrawn student would have graduated.0