The results in address search on donations forms seems to be different than the address search when entering an address on constituent records, specifically cities. Forms will bring up one city, but entering on constituent records will bring up a different one. Am I missing something in address format setup? We also have…
Constituent Forms is a great addition, but we need to be able to add more fields to the form so that we can correctly identify alumni who have the same name. Ideally we would like to be able to add Class of, and Subject from Primary Education, as well as maiden name, preferred name and title to the form. All these fields…
Our Stewardship team is wanting a way to track tasks for recognition, such as removal of signage or due dates for various tasks. We had told them to use actions in RE NXT, but they seem reluctant and want a way to see 'the big picture' a month or so at a time. I thought perhaps a calendar could be connected with power…
In the database view, I had the ability to add multiple notes that are not appearing in the Unified view. How can I get the multiple notes from dview into the unified view?
We have constituents in our system that have a home address (preferred) and a business address, along with a relationship with an org and a business address. When an ack letter is going to the home address, it should be addressed to Mr. and Mrs. John Smith, but when it goes to the business address, it should be addressed…
Any help would be much appreciated. I’ve created an event in RE NXT with associated registration form and I wanted to test how the form functioned and what the thank you page and confirmation email looked like from an end user perspective (nothing too outlandish). I tested the event using our TEST merchant account and a…
I would like to know whether it is planned for all the existing standard reports to eventually be made available in web view. I currently use the Not Paid Report in Pledge and Recurring Gift Reports to generate monthly lists of payroll deductions to share with our finance department. It's not currently in web view or in…
Are there any Australia based non-profits /charities that would be willing to share their supporter data retention policy? Ideally this would encompass both donors and non-donors. We are in the midst of creating one ourselves and would love to know what others have done, particularly for non-donors and ensuring to abide by…
Can this even be done? I'm not seeing any way at all to filter by opportunity name/summary, which would seem a common way organizations might want to filter. Does anyone have a trick they use? Essentially, I want to see only the opportunities for our 2026 event and can't figure out how to do that (I don't wish to sort them…
Our Prospects are Classified in the Prospect Management area and I would like to report on Actions for our top prospect classifications, but the Action Query does not list the Prospect Classification as an available Criteria field
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