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Ability to edit a mail template when no outstanding letters pending
At the moment you can only edit a mail letter template when there are letters selected and outstanding on a constituent's gift. You should be able to update a template easily through mail, without having to having pending thank yous. It adds extra...2
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copy information from one constituent's record to another
Ability to copy information from one constituent's record to another, as in the case of a divorce. When a married couple gets divorced, we make the non-constituent spouse a constituent. If I merge info from one record to another (as I would in the...3
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Make relationship preferred address available when doing a fund export
I need to do a constituent mailing selecting on a fund attribute and fund relationship/reciprocal. I can't use a fund query as input to a consituent export and I can't get preferred address on a fund export. Therefore I would like you to make pref...11
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Allow editing on Consent records
There absolutely must be more granular access to the security settings of the new consent opt-in records. Nobody has the ability to edit a record (not even an admin) and mistakes do happen regularly. The only option is to delete the record and the...3
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Attachments visible in list view via RE NXT
When pulling up a list of gifts we should have a column option for attachments. With a simple checkmark noting if an attachment is on the gift record. If there is no attachment on the gift record then no check mark will appear.0
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stop creating duplicate constituent records for new gifts or event registrations
When existing constituents enter their own info on a new gift or event registration they often enter slightly different formats than exist in RE, for example, "Joe and Jane Smith" as the name - Joe Smith and Jane Smith may already exist as separat...0
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On registration form "Add this event to your calander" available
We create registration forms for events. It would be nice to have a feature that could add the event to an outlook calendar.1
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Do Not Contact Import/Global Change
Please add the ability to globally change the Do Not Contact field on phone types through Import or Global Changes. Currently the Do Not Contact field is not available. It is important that users can access all fields within phone types in order t...1
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Remove "No Valid Address"
When new address information is imported into RE from Online express the no valid address box remains checked even though there is now a valid address.1
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Add Summary as an available import field for action records
The summary line on RE:NXT action records is very helpful for logging actions and even more helpful months later when you're reviewing a constituent record and trying to figure out what comes next! Right now, there is no way to import a title/desc...2