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RE NXT Outlook Plugin
The plugin currently does not have integration with the Action Status field. Therefore, ever action added via the Plugin gets added to RE with a BLANK Action Status.0
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Time stamp for queries
It would be great to see the time on queries when they were last run. Often doing many queries in a day and need to see which is the most recent.0
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allow benefit amount to exceed gift amount
Since benefits are supposed to be calculated based on the Fair Market Value of the benefit received, and not necessarily the cost to organization to provide those benefits, there are many situations in which the benefit amount might exceed the gif...3
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education relationships
Link the education relationship to a constituent in Raiser's Edge. When opening the education tab from an individual's Bio 1 screen, there is not an option to link the school to an existing record in RE. The Business relationship has this ability....0
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Add Export fields for First and Last Event
Would like to see an export field on First Event and Last Event and be able to get that for each event type that I select, what this does for my is to help see how engaged someone has been with us outside of the donations, to see if we can move th...0
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Add "From Name" field to e-receipts
We would like our organization name to be used as the "from" instead of my own email address. Donors may not recognize my email address and assume it is spam. Also our Thank You email is sent using OLX, and it has a From Name field. The tax receip...0
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When Using a Query Field, Editing One Shouldn't Change Them All
I'm sure this is just an error that missed QA, but while I love the update where fields used in criteria (which can be complex to duplicate) are now available under "query fields" to be used again. Unfortunately, when you use these query fields an...0
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Add pledge report function which shows installment schedule
There should be a pledge report which shows the installment schedule.1
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Create an on/off button beside query criterion, so that criteria can be used/ignored on the fly.
This would streamline the process of querying differen't criteria without having to establish multiple queries for each hypothetical'. Currently, the only way to accomplish the equivalent of this, would be to store criteria in the sort field, so t...2
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Link multiple gifts to a proposal/Apply Solicitor credit to multiple gifts in a batch
When working with a gift batch it would time-saving to be able to select multiple gifts and apply a single solicitor to them and link them all to a single proposal, rather than having to go through each gift one-at-a-time. Some batches can contain...0