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Customise 'automatically generate transactions'
When auto-generating Credit Card or EFT R/G transactions it seems to populate many unnecessary field - like cheque date for a credit card batch. I would like to be able to set defaults or customise which fields are auto-generated.1
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To add a Fund Report showing % of Alumni that give to a certain fund. % of Parents that give to a certain fund . and % of online giving to a certain fund. I pie chart showing this broken down.
No description provided0
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BBNC Transaction Date
Recently our office has been processed large numbers of donations via NetCommunity for a certain appeal. I will be reporting the performance of this appeal and I believe the response time of donation would be a good appeal performance metric. Cur...4
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Add Consent Fields to Defaults
It would be create if the default feature was available for consent to make it easier to process the ones by hand. Plus then it would be an option in ImportOmatic for new records coming in for other sources. Right now I am adding it to imported sp...0
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query fund name "begins with"
In Query, I'd love to be able to query on fund descriptions using "begins with." All of our endowed funds start with the same number and this would be much, much faster than pulling them over one at a time.0
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When you add custom fields in NXT, have those fields show as additional column fields in RE7 batches.
Currently when a custom field is added to an NXT field, like in recurring automated donations, that field does not show up as a column when printing the validation reports in batch of RE7. There is no way to edit the batch set up because it's alre...0
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Export by membership program
Through a constituent export, I would like to be able to only export certain Membership Programs, but when selecting Program on the output tab, the list selection is the Categories list, not Programs list.0
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RE Duplicate Consitituent Management tool should not suggest spouse as duplicate
When I run the Duplicate Constituent Management, I often find someone's spouse suggested as a duplicate. It would be great if the system could realize that any record linked as a relationship is not a duplicate.1
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change default to show active solicitors only
When adding a solicitor to a fund, have the default as showing only the active solicitors. Would rather not see all inactive solicitors and have to un-check the box every time.1
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The ability to choose addresses for relationship organizational contacts
Large orgs often have multiple addresses. It would be much easier to be able to choose from which a multitude of addresses associated with the org for the contact as oppose to having to manually over ride it.1