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6
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soft credit
Expand export fields for the soft credit recipient to include the typical constituent data: bio, alum, constituency, solicitor, summary fields, etc. Thanks!
Created 20 Jul 16:08 by Guest
0
6
Vote
Excel Add-in
There is an Administrative Utility Excel Add-in for server maintenance. I need for that to exist for "normal" RE users. Quote "With this tab, you can select ad-hoc queries, data lists...from the program to pull data from your database into a spr...
Created 19 Jul 21:30 by Guest
1
6
Vote
Donor Acknowledgment Letters - Mail
Please add the Option format as Addressee to the Soft Credit Recipient to have the same format Addressee for both Primary and Spouse (soft Credit donor) on the Donor Acknowledgment Letter - Mail
Created 18 Jul 20:05 by Fariba Ferdosi
2
2
Vote
Allow self-hosted environments to upgrade from RE7 to RE NXT while remaining self-hosted
Note: this idea only works well if RE NXT can perform well when the client side is being run on a laptop, and the db server is on the other end of a VPN. I'm not sure if RE NXT is capable of performing well in the scenario.
Created 25 Aug 21:19 by Isaac Comer
Dashboards
0
6
Vote
contact report
Create a contact/call report form connected to an Action so you can file your contact/call report directly connected to your Action. This will standardize the contact/call reports filed by development staff and connect them directly to an Action. ...
Created 17 Jul 17:31 by Guest
1
2
Vote
Customization of Directory Relationships
We would like to suggest adding the ability to customize constituent relationships shown in CORE Directories i.e. include/exclude specific relationship types. It's currently an 'all or nothing' option. Thanks.
Created 24 Aug 15:17 by Kacie Sullivan
0
4
Vote
Give the "Inactive?" "Primary?" and "DNC" Check boxes in BIO1 tab the ability to be hidden
This checkbox has created a lot of issues with our mailing lists and our phone list queries. As an organization we do not want to use this feature, however there is no option to deactivate it or hide it from view. If we were able to do this it wou...
Created 02 Feb 20:42 by Guest
Constituent record
0
3
Vote
Integrate Online Express Donate Forms with Google Analytics/Tag Managr
Everyone would benefit from this. It's completely unacceptable that in 2019 the product does not have this capability.
Created 14 May 20:34 by Guest
Online Express
1
5
Vote
The ability to view the campaign summary w/thermometer on a dashboard.
I would also like to be able to print that same summary.
Created 21 Oct 21:03 by Guest
0
4
Vote
Add Pledge Type: Master or Installment to additional reports
I often feel trapped in the gift detail and summary report because we look at installments due for a pledge in a fiscal year rather than the master pledge balance due for our fundraising reporting. It would help greatly to be able to choose betwee...
Created 26 Jan 20:19 by Guest
General
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