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Solicitors should not have to be users
In the Web View you can only view the portfolios of "Users" There are Volunteer Fundraisers, like our board, that will never see Raiser's edge. Why can't I see their portfolio. They are marked as a fundraiser, they just aren't a user.0
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Query Folder User Default Option
Have the option to setup User defaults to a Users Personal Query folder instead of the General Folder so it doesn't clutter up the General Folder0
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annual statement report allocations are wrong
Payment allocations are wrong on split gifts and split pledges in reports - pledge reports, annual statement reports. Example $1200 gift: $1000 fully tax deductible to fund x $200 not fully tax deductible to fund y On the annual statement report, ...5
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Print a report in Connect RE showing all of the day's inputs.
As it stands now, to get a hard copy of updates/new records, one must take screen shots and print those. On busy data days, this can take a LONG time. There should be an option to print a report.0
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Check for duplicate emails when importing
Online Express is Raiser's Edge new email/donation processing system, and yet there is no system in place to import emails in from another system (eg: Constant Contact). Most email marketing databases are not constituent based, so there will be hu...0
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Query on Last Consent Date
Within our chairty we have a policy that a person consent can expire. So after 3 years of having a consent record we would either want to exlcude then from our mailing and also report on them so we can request a consent refresh0
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Increase size of lettering for those of us who wear bi- or tri-focals!
Increase the size of lettering in RE for those of us who wear bi- or tri-focals!3
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Fund Tribute
I would like to see the ability to add a tribute to a fund. Here is the scenario: a former teacher in our community passed away and a scholarship fund was set up in her name. Many people are soliciting the fund and the children of the teacher want...1
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Add Volunteer Position to the fields included in Volunteer section of RE NXT web view
Position is the key information needed to assess the level of volunteer engagement. When I'm evaluating my prospects in NXT Web view, I want to know if someone is Chair/President of the committee or just one of 100 members. Right now, in Web view ...0
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Ability to default an email opt-in on a donation form to checked so that user has to uncheck to opt out
When adding consent tracking to a donation form, there is no way to default the checkbox to "on". We want user to have to opt out rather than opt in.1