-
preferred name vs nickname
Have a field for Preferred name. Many peoplewant to be addressed by their middle name or nickname. But want to keep their first name in for formal documents. If there was a field called "preferred" name, that could be used for mail merges, exporti...1
-
Allow to move actions and proposals to other constituent records
It would be amazing if we could move actions and proposals to other constituent records without having to manually re-enter everything. This is a problem when staff puts actions and proposals on the wrong constituent records, which looking back, s...1
-
Birthday Alerts.
Is there a way to get birthday alerts for our database?1
-
Blackbaud mobile pay should integrate with RE!
Is BB and BBMS working on a better more automatic solution to bring gifts from MobilePay into RE? We took payments for merchandise and donations at our recent Gala which I now realize have to be either "Imported" which is a stretch for this new RE...0
-
Retain resizing of columns in portfolio view
RE NXT retains the column selection and ordering, but it requires resizing of the columns each time it is opened. Retaining the selected column width would simplify the use of portfolio view.1
-
Add Volunteer Position to the fields included in Volunteer section of RE NXT web view
Position is the key information needed to assess the level of volunteer engagement. When I'm evaluating my prospects in NXT Web view, I want to know if someone is Chair/President of the committee or just one of 100 members. Right now, in Web view ...0
-
Ability to default an email opt-in on a donation form to checked so that user has to uncheck to opt out
When adding consent tracking to a donation form, there is no way to default the checkbox to "on". We want user to have to opt out rather than opt in.1
-
"receipt and acknowledge" in one step
Mark gifts Receipted and Acknowledged in one step I would like to be able to mark gifts as acknowledged when I create the receipt, especially when I am creating a consolidated receipt from Mail / Receipts where the letter is merged from the recei...2
-
Import participants using Constituent ID
We are on 7.94, and I cannot import a list of constituents as event participants by using the Constituent ID - only the Impor ID can be used. I'm sure many organizations use Constituent ID as the primary ID, so it makes no sense why we can't use i...3
-
Allow for blank "select fund" first option in Online Express fund dropdown
We have close to 100 funds setup for our organization's Online Express form. Five to six times per month we get unexpected or (or obviously unintended) donations for the very first option in the dropdown menu that's selected by default. Over the l...0