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24
Vote
Make the package a search field in query instead of free text
This will make querying on packages better because there is no chance for typing errors like there is in a free text field. And, if you don't know the exact package ID, you can search for the correct ID.
Created 20 Oct 15:48 by Guest
Query
1
2
Vote
Edit Fund Names in Receipts
We use fund names such as "100M - Unrestricted - Post Campaign". I don't want this to appear on receipts. It would be great if we could remove the fund name field entirely from NXT generated receipts, or be able to add a "nickname" to funds that b...
Created 21 May 19:23 by Aiden Cooper
Gifts
0
12
Vote
Checkbox for active constituency code
I have a list of constituency codes of which a lot are inactive, but it would be helpful to have the ability to view only the active constituency codes when creating running queries in the form of a checkbox or could this be linked in with the con...
Created 16 Jun 06:57 by Van Ho
Query
0
22
Vote
We would like to be able to export the Constituenct Code of the Primary Business information in a Constituent Export in RE
We have the option to display and export the Constituent Code of the Primary Business information in a Constituent Query which proves to be very useful. We started to use RE7's Export function (which is great to list only unique records) and we wo...
Created 12 Jul 11:43 by Guest
0
24
Vote
PLEASE develop a Proposal export option
I need to be able to filter on Campaign, active/inactive, and receive output of only active proposals for this year (campaign), not sort through all proposals ever created.
Created 27 Jul 17:41 by Guest
Import/Export
2
32
Vote
To Globally change the notified user on actions
Various members of staff have recently left the organization and we would like to be able to globally transfer their created Actions onto other users within the organization.
Created 14 May 16:38 by Guest
7
12
Vote
Adding a gift total in a gift query
When I do my deposit from checks each week, I create a gift query to show all of the checks and cash deposited this week. In order to get a total of the gift $ deposited, I have to export it into Excel first. It would be nice to have a gift total ...
Created 07 May 13:13 by Guest
Query
0
17
Vote
Export only active assigned solicitors with end date blank
It sounds simple but not as simple as it sounds. When you try to export a certain list of donors including the ones with active assigned solicitors (end date blank), there is no simple way to do it without going through multiple steps including th...
Created 23 Apr 17:48 by Guest
Import/Export
1
34
Vote
When merging records show the Constituent ID beside the name
it would be helpful to also see the ID in the merge from/merge to fields after the name to esnure you are merging into the correct record
Created 08 Jun 11:31 by H
2
6
Vote
Send a workflow to a Single Email
It would be very helpful to be able to send a workflow to a specific email. An email would get noticed better than a task because sometimes tasks get missed. If someone sets up a recurring gift online, I want to send an email to one specific perso...
Created 25 Sep 16:17 by Linda Guttridge
Email
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