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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
19
Reviewed: Voting Open
14
Vote
If you make a field required in database view, have that same rule carried over to NXT.
Current parameters do not require the same fields to be filled out on the different views, disrupting data management.
Created 19 Jun 12:51 by Guest
Dashboards
1
216
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
204
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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
200
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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
191
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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
9
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Keyboard Shortcuts in Webview
We need a way to navigate with less dependency on a mouse. Shortcuts to go from tile to tile, or to add a record, or go from one gift to another in a batch and so much more - it's needed.
Created 15 Sep 23:22 by Judith Youngblood
General
0
189
Vote
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
43
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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
9
Vote
Enable Mandatory Fields
Request to enable admin users with the ability to designate specific fields as mandatory. This functionality would streamline data entry, significantly reducing the time and resources currently dedicated to data cleanup tasks resulting from missin...
Created 05 Sep 22:09 by Karyn Pierce
Constituent record
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