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Update the alias in RE
We need the option to update the alias using "Admin" import in RE2
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There should be a way to add a new pay method or update to include pay method PayPal
Tracking gifts by pay method is very helpful for reconciling bank statements. PayPal is a popular pay method and should be reflected.2
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I would like for RE to add a checkbox to un-apply a gift to a pledge.
Everyone would benefit from this. Sometimes a gift is inadvertently applied to a pledge because the donor has multiple pledges or makes a gift that is separate from the pledge, but the gift is mistakenly applied toward the pledge.0
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Allow option to manually apply a recurring gift payment in NXT web view if paid by check.
The only option currently in NXT for recurring gift payments is auto-payment via credit or debit card. We have had constituents set up recurring gifts and prefer to pay by check. There isn't an option in web view to apply a recurring gift payment ...0
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appeal package functionality
Please consider making it possible for package information living on the appeal tab to auto-populate on gift records using the same appeal!8
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First Name field should search the Nickname field as it does in RE
When processing Event Registrations Transactions, the Find Constituent should work the same as the search window in RE Records. If I check first name for searching, it should automatically search the Nickname field as well as the First Name field.1
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Duplicate Constituent Management Tool - Ability to alter the algorithm to improve functionality
The Duplicate Constituent Management Tool (DCMT) returns far too many records that are clearly not duplicates - we have a database of just over 110,000 constituents and are running RE 7.93 - the DCMT will produce over 4,000 potential duplicates (e...4
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Add/Sal Formula to combine identical spousal/last names
When using salutations/addressees in mailings to married couples, it would be helpful if there were a way to only use one last name if the two constituents share their last name, but still use two last names if they do not (as is becoming more and...2
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Merge Memberships
We should be able to merge memberships like we merge constituents. We use Galaxy as our ticketing system and unfortunately the link between Galaxy and RE is not perfect. So often, one constituent will end up with multiple memberships, usually one ...0
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Need ability to deactivate NXT donation form
In order to avoid clutter on the NXT online giving page, it would be helpful to have a button to deactivate old NXT donation forms once they're not longer being used. This is available in DBV and would be very helpful in WV too.0