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Open full record from query
Right now, when I click on a record in a query, it creates a pop up where you can look at the record from within the query. I would like for it to open a full window so you can look at and update the full record. The "View XXX Record" at the top o...0
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Make Mandatory Fields in the Database View transfer to Web View
Currently when you make a constituent record field required in the database view (for example: Action Status), it doesn't transfer that requirement over to the Web view. There's no way to make the field mandatory in the Web view either. It'd be gr...4 Reviewed: Voting Open
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Emailing to Relationships in NXT Email Marketing
Often when we send emails out we like to send them to both the primary record holder and the spouse. Right now in NXT you can create a list but it only pulls the primary record holder's address. And even if we had both emails on the primary record...10
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Create Household ID to be Shared Between Spouses/Partners
A shared ID between married spouses or partners would be very helpful to have available in export, so it's possible to output the data separately (such as for an email blast) and also later manipulate the file into a mail-friendly, householded fil...0
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Combine the Bio 1 and Bio 2 tabs to one page
It would be so much easier to enter new records if the Bio 1 and Bio 2 pages were combined into one page. It seems like there is a lot of dead space on those two pages and data entry for new constituents would be so much easier if everything was o...0
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Add a "Current Solicitor" Checkbox in the Assigned Solicitor Relationship window
Having a checkbox to denote that a solicitor is current would help with managing historical solicitor relationships and help to filter out past relationships from query and export.6
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Office 365
Is there any plan in the works to get full integration between RE and Office 365? I believe more and more non profits are moving to this solution - especially since Microsoft just announced a FREE version for charities - and the lack of integratio...10 Reviewed: Voting Open
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Export Last Event Attended
When pulling complex mailing lists or prospect lists, I am asked to provide the last event attended along with a lot of other information. I would like to be able to pull this in an export and not have to run a separate export as was suggested by ...3
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Associate letter codes with appeals and allow auto-populate of info in Batch
if letter codes were associated with appeals, data entry staff would save time in Batch when entering gifts if the letter code auto-populates based on the letter code that is associated with the appeal. I suggest adding a field = letter code in th...6
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Does webview batch have the capability to create transmission files?
We have donors who mail in their credit card information (yes - really) which we currently process through a database view batch. Sidenote: Webview batches definitely need to be able to have default fields (like the headers in database view batche...0