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Change "Mark Letters as Acknowledged?" to after the merge/export is completed and can be proofed.
I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.
Created 11 Feb 20:15 by Guest
18
Reviewed: Voting Open
214
Vote
Create labelling consistency in Query and Export
In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in t...
Created 31 Jan 17:46 by Guest
11
Reviewed: Voting Open
203
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Add all fields to query list
Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.
Created 02 May 17:19 by Guest
39
Reviewed: Voting Open
41
Vote
MODERNIZE RE EXCEL EXPORTS TO XLSX
It is backward moving and illogical to allow excel exports in xls or cvs formats only. It should be xlsx or cvs. Many of the volunteer groups I send information to cannot open xls and cvs distorts columns such as membership number and zip code due...
Created 05 May 14:43 by Megan McLaughlin
Import/Export
0
198
Vote
Search for constituents *and* non-constituents from the Constituent Search window
Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employ...
Created 23 Apr 20:00 by Nicole Holt
13
Reviewed: Voting Open
188
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view user login history
Allow administrators to view the login history for users, i.e. the last time a given user logged in to RE.
Created 20 Nov 23:48 by Guest
22
Reviewed: Voting Open
187
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Share Action with Individuals/Foundations
It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc
Created 11 Sep 22:44 by Guest
37
Reviewed: Voting Open
48
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Media Upload
When you upload media in NXT it should be able to be seen in the database view. That is just silly!
Created 15 Jul 14:58 by Guest
Uncategorized
1
37
Vote
Bring back XLSX file format for exports
We have many processes we do externally from RE that require us to export data. We have now lost the ability to export data to the XLSX file format. Blackbaud says this is due to the dis-integration of Microsoft Office at the end of February 2022....
Created 11 Apr 14:22 by Devan Caton
Import/Export
1
60
Vote
Add automated change log for all db fields.
We would like to review a change log of all fields updated across the past week (or a set time period). Specifically we would find it beneficial to review this change log for all constituent contact details, constituent status, and constituent codes.
Created 03 Aug 23:18 by Guest
Constituent record
3
Reviewed: Voting Open
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