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RENXT webview - LISTS - pull field with both spouse names
I was trying to pull a quick invitation list for an event and couldn't pull a field that had both spouse names or the traditional Mr. and Mrs. Lastname which means once I exported the list, I would have to manually manipulate list to have complete...0
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Security For Choosing Merchant ID for EFT Files
Within our RE database, we actually split our database between 3 different companies. We use the Campaign ID on gifts and Constituent Code to control that. We have 3 merchant id's with BBMS. When our data entry people send an EFT file for credit c...0
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The ability to see the gift batch number on the gift record.
It would be nice to be able to open a gift and see the batch number. As it is designed now, you can only view the batch number by selecting it as a column on the "Gifts" tab. This means I have to go back and forth to see the batch number if needed.2
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Update action status after merging mail followup letters.
I create actions as pending with action tracks so they can be picked up for letters and emails. I want to update the status to completed, and mark the completed box when the Follow-up letters are run from mail. Currently I change an action attribu...0
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Allow "Head of Household" to be assigned to individuals without a spouse
We have a number of divorced parents in our database (we're a school). One of the parents is not really as involved as the other. It would be helpful to be able to make the mum or dad who IS involved, the Head of Household, so we could count or se...1
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Add Import ID for every single field
This will add the ability change/update data in any part of the database and will be a major help in data management and clean up process. For example, Alias does not have an import ID, which means any change would have to be applied on all Aliase...0
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In the migration stage, have the Media "Description" field (Media Tab) transfer with the document to where it is stored in NXT as an Attachment.
In the migration stage from a hosted Raiser's Edge database to the cloud (NXT), the "Description" field (title) of documents saved in the Media tab in the Raiser's Edge database should transfer along with the document to Attachments in NXT instead...0
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Make it easier to import more than one consent
I think that you should look at the way we import the new consents into Raisers Edge as this has to be done by Rows and not columns, so if you have more than one consent to add (8 in total) then you have to do an awful lot of work on the spread sh...0
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Total Giving on prospect tab should be able to correctly sum both unrealized and realized Planned Gifts with one default setting
We'd like to be able to set up one default for the Total Giving field on the prospect tab but it either double-counts Planned Gifts and the cash payments toward that Planned Gift or, if we remove Planned Gift from the default gift types, it exclud...1
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Add Event fields to be able to merge in Donor Acknowledgement letters
Be able to merge fields in to your thank you letters like a sponsorship level or how many seats they have at an event.0