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Allow to move gift to another record
It would be handy to be able to move gift to another record. Sometimes it's been recorded in error. I know how to merge records only selecting "gifts" option; but this only works if there is 1 gift in constituent record. Now I need to move just on...105 Reviewed: Voting Open
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Customizable Color Palette for Database View
After a recent update, the color palette is currently white, light grey, and sky blue. This bright color palette is bad for eyestrain and distinguishing different sections in an RE record. There should be an option to revert back to the original d...79 Reviewed: Voting Open
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Add an 'End Date' field for attributes.
Currently users who need a function with a start and end date use Constituency Code, meaning we now have hundreds of constituency codes, and are unable to annote these data. By having two dates on attributes, we would be able to manage time depend...46 Reviewed: Voting Open
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Make the location field free text when creating a new action
When adding an action, for example a meeting, the location field is a table format and so you then have to pre-load the meeting location into tables to then be able to use it in the field drop down. Can you make it free text to save on this step a...0
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Give all windows that open when working RE the ability to be maximized
Very frustrating when working and unable to see all of data in field on screen due to small size of window. Window at least needs to be large enough to see all of data. Would like option to set a default size53 Reviewed: Voting Open
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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.0
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Make all fields accessible in Mail functions
In tab "2: Fields to Include" in Mail there have been arbitrary decisions made on what fields would be available to use in a Merge. If the field I want to use is not listed I must use Export to create the merge, preventing me from taking advantage...108 Reviewed: Voting Open
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Make Import-o-matic a default function of the Raiser's Edge
The plugin Import-o-matic contains basic functionality that RE ought to have for every user. Instead of having to figure out all the mapping and do multiple imports to make a complete record. You should be able to map whole records at one time and...39 Reviewed: Voting Open
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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...0
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Add Properties info (date added/changed, userid added/last changed for entries like Solicit codes and Constituent Attributes
We cannot tell who has added a solicit code, Constituent code nor Constituent Attribute as there is no properties info.29 Reviewed: Voting Open