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NXT: Make it possible to move a gift record from an individual to an organization
Please make it possible to move a gift record from an individual to an organization....and vice versa. How is this not possible? It's nonsense that I have to create a dummy constituent record, move the gift to the dummy, convert the dummy from O t...2
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Automate message to constituents who opt-out or unsubscribe in OLX email marketing messages
Similar to what Constant Contact offers-- If constituent clicks "unsubscribe/opt-out" on an email from our organization, it should lead them to a new window with a message "We are sorry to see you go... and explain that they will be removed from a...0
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Past Due Pledges on RENXT
It will be great if there was a way to configure the past due pledges to show in RENXT by installment date instead of gift date.2
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Un-apply a pledge payment
It would be nice if I could un-apply a pledge payment that was entered in error, either in a batch or by someone who just didn't know. I always have to manually delete the gift and re-enter it.3
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Add solicitor to action in Mobile App
We require the solicitor in RE so we know who actually made the move (in case someone else is logging it for them). It would be great to also be able to enter the solicitor in an action on the mobile app.8 Reviewed: Voting Open
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You need to create a way to enlarge the record view in RE.
For those of us who wear glasses, or anyone for that matter, the view is hard to see. Making the view cover the entire computer screen does not help either. The print itself is too small. There should be a way the viewer can zoom in on the record ...1
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Access letters for edits without having a gift that meets the criteria before opening the mail merge wizard
It would be great to be albe to edit letters that are set up in Mail without having a gift that meets the criteria before opening the letter in mail merge wizard. This would be helpful when making yearly updates to acknowledgement letters.5
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Add the ability to customize the names of pay methods that are hard-coded
"Business Check" and "Personal Check" are both hard-coded options, but they are so many characters. GL Journal Entries are limited to 50 characters, and we need to be able to use those characters for other things! I just want to be able to call th...0
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New 'Soft Credit Household' soft credit type
The ability to code gifts with soft credit, differentiating between soft credit for a household member and true soft - or third party - credits, is imperative and will allow for much easier query/export/reporting. I hope BB will consider the addit...0
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Radius Search--please!
This apparently has been requested before (several years ago), but I'm shocked that more organizations aren't asking for this feature. We recently migrated from eTapestry to RE. We regularly use radius searches to identify constituents in specific...5