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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
211
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
201
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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
47
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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
195
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
3
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Annotation Tracking (who added and when)
Ability to see who added an annotation and date the annotation was added.
Created 11 Mar 17:25 by Hanna Smith
Constituent record
0
185
Vote
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
186
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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
1
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Add multiple 'last gifts' to query output in order to compare donation amounts from one to the next
Currently there is only a query output field for first, last, and largest gift. Would love to have an additional 'last gift' output field to compare most recent gift with the gift given prior in order to see the difference in amounts from one dona...
Created 25 Apr 20:49 by Guest
Query
0
33
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
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