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Verification & Record of email receipts sent
We send many email receipts in a month - but this past week I received an error message in the middle of the process of emailing hundreds of receipts. Because there is no way to verify if an email was actually sent, I do not know the final results...5
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add query output for installment balance as of specific dates
Add query output field for installment balance as of a specific date or date range. Currently, users can specify pledge balance as of specific dates, but not installment balance. For my use, I need to query for installment balances for this fiscal...3
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Ability to copy canned report to custom reports to make slight adjustments in them - like headings
I have changed the display as field in configuration for the amount ask, date ask, amount expected and date expected on a proposal. I want those to be the column headings in the outstanding proposal report.1
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NXT Report Builder has no insight that displays a fundraiser's *active* portfolio
Currently there is an insight (called "Fundraiser Prospect and Opportunities) which displays the number of prospects assigned to a fundraiser. This is a great insight but isn't useful in its current form in my opinion. The number of prospects ass...0
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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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Envelope in mail
In Mail, include more of the common envelope size offerings (ex A2, A7) that are used for notecards, invitations, etc. to allow printing of envelopes directly from RE without creating an export.8
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Add "Immediately" to the "End the Current Parent Code" option list in Connect RE
Right now, the choices for "End the Current Parent Code" are "End of academic year" or "End of fiscal year." Since we run our EMS enrollment changes just after the academic/fiscal year rolls over (July 1), parents constituency codes for people who...0
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Other Addressee/Salutation fields in an NXT Email
I think I saw something about this on one of the discussion boards but it hadn't been responded to in 6 months. We need to be able to use other addressee/salutation fields when using the NXT Email Marketing feature. The Primary Salutation might be...1
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Show what link constituent clicks through to in emails
This would allow us to know if the constituent clicked through to a registration page, website, social media page, etc.0
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Add newer versions of excel to file format options menu in export and query
We have recently updated to Excel 2016 and the latest version available in RE7 is excel 2007. Please add versions 2013 and 2016 to the file format options in export and query.3