Hello, We are going through the process of cleaning up old addressee and salutation fields in our records. We have a lot of them that are no longer used. I was wondering what everyone else does for Deceased records? Do you mark them in a special way? Do you keep them as is? Only keep some of them? I would love to know what…
In Web View, I can not locate where the pledged dollar amount can be edited. I see the pledge installments have an edit function. Thanks.
A lot of my K-12 clients have the same issue: Frontline fundraisers want to easily see the class years of students from the parent's record. I've seen a lot of elaborate constituent code systems which require multiple parent constituent codes on a single record to reflect all the class years. For example, if a parent…
Another RE NXT SNAFU. In database, when a person (with gifts) who with a spouse becomes deceased, the spouse record is created and the gifts get soft-credited to the spouse (if the business rules in Database are set up for that. Yet in RE NXT, there is no such business rule for gifts, so in the case above, the spouse…
They have taken away the ability to close the event registration due to capacity and the subsequent note that goes along with this feature. I would this feature to be added back. Please vote of the idea below. Thanks very much!
While Event attributes in database view are viewable in web view as custom fields, there is no way to add or edit the custom fields in web view. It seems reasonable to me that if we can see the custom fields in web view that they should be fully functional. We use the Event Attribute/Custom Fields for sorting or otherwise…
Aggghhh! Just had to export list of people registered for 2 major events. Found it extremely limiting. We want to pull FN/NN/LN/Class of/Major/ID. Found that Major is not an option. Talked to alumni person who pulls all their events and she said “no, it's a major major pain as have to pull, run query and merge to get the…
When I'm comparing what fields are in Database View Proposals to what exists currently in Web View Opportunities, it looks like Instrument and Reason are both missing from the Opportunity. Rating (DBV) is named Likelihood (WV). Or did I miss something else?
We use the consent tool in RE to track opt in/out for email, phone and mail marketing. I'm looking into using it to track the responses when we ask people if they are happy for us to use their image (for example, participants at events). Is anyone else using it in this way? I've added a new Category called Media images, a…
We had an issue that started yesterday and filed a case with Support. Not sure how soon we will get an answer, but I want to know if anyone else is seeing this bug? @Anthony Gallo When a recurring gift transaction fails it creates a $0.00 gift in the batch. Now those gifts are showing validation errors and won't let me…
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