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Auto-add Guests to Sponsorship in Event Module
I would love to see the ability to automatically add guest slots to a sponsorship. For example, we have a Purple Sponsor get 10 tickets to an event. I'd like to be able to assign "Purple Sponsorship" level to a Sponsor Record and have 10 Guest slo...1
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Queries for Opportunities
We are utilizing opportunities more often but are limited with the the fields we can filter by (for example, not all opportunities with names that include "Fiscal Year 2021") and export (no constituent ID) in NXT lists. It seems we can do global c...0
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Display source record in non-constituent relationships in NXT webview
When accessing non-constituent relationship records in NXT web view, the user is brought to a profile page with no links to other records. From that page, it is impossible to know what constituent the relationship record is attached to. The soluti...0
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Globally Change Inactive Emails
If we have the ability to globablly change phone numbers and phone type, can we also have the ability to globally mark phone numbers as inactive? This would help maintain clean email lists out of RE1
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Add a GL transaction number to each RE gift from the batch it was posted in to the GL.
We do not print or save the GL posting report. Too much paper. It would be very helpful if there was a verification tool in RE that would connect gift to transaction # when posted to GL.2
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Case is not carried over to RE and in fact is changed after running the connect utility between CORE and RE
Two examples: A last name of VanHoy is correct in both CORE and RE. After running the connect utility it is changed to "Vanhoy". A nickname of JJ is correct in both RE and CORE but changed to "Jj" after running the connect utility. I'm not sure ho...0
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Past Due amount not in reminders
Add the past due amount prior to run date as an available field in reminders when creating own data file0
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ConnectRE
Hello, It would very helpful if sibling relationship are synced when using ConnectRE. As well as Homeroom Teacher0
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Give an option to make the Phone/Email check off box automatic or have RE flag if a duplicate is being entered before saving/closing record
This is huge. Not having the option to automatically show inactive emails/numbers for all RE users nor having RE check duplicates is going to cause many issues - especially with tracking donors preferences!0
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Workflow diagram or report of Action Track flow/process
Looking to implement some form of (preferably) visual implementation of Action Tracks in Raiser's Edge 7, akin to what is available under Workflow designer in Raiser's Edge NXT. Even a text based flow chart of sorts would be beneficial, as Action ...0