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Confirmation that eReceipts have been sent
When we receipt through Raisers Edge, receipts are generated and emailed to each constituent The issue is that these emails do not appear in the sent items email, nor is there any other way to verify that these emails have successfully been sent. ...0
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Need pledge prompt when batching online gifts
When processing online payments in a batch, I would like to have a prompt notifying me of outstanding pledges just like when I'm manually entering gift batches. I don't always know who has made a pledge, therefore I don't know when an online gift ...2
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Ability to create a solicitor goal for the number of completed actions
It would be immensly helpful to be able to enter a solicitor goal for the number of actions to be completed (in a given time frame and optionally by campaign or fund or appeal). In a world of decreased donor giving, our development team (and many ...0 Reviewed: Voting Open
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Allow Sort settings on Appeals Tab to stick
I hate going thru records to adjust information on an appeal, and having to either sort the appeals by clicking on the column header, or scrolling all the way to the bottom to find the one most recently added. Since we have all of our appeal ID's ...6
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Create canned reports to pull the information for the annual DASL report from CASE/NAIS
The 2022 DASL survey has finally changed and it would be helpful if BB could create canned reports for the Fundraising section. The survey asks for the following information for the last FY: TOTAL $ DONATED TOTAL DONOR COUNT DOLLARS RECEIVED (HARD...0
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Global Change of Consent Categories
If consent records are added in bulk and a mistake is made, there is no way to globally change these records other than deleting them manually and importing again. This is impossible for large imports. This would be much easier if global changes c...0
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Ability to Zoom In or Out of View on Screens (Small Fonts/Typeface Difficult to Read)
Would like the ability to adjust by "View" a Zoom In (Increase) or Out (Decrease) the screen view. It is very difficult to read the screens in RE because you can't Zoom in or out. Those of us with vision issues it's almost impossible to read the s...1
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NXT Report Builder Dashboards
I would like to be able to build reports that show data for more than one fiscal or calendar year.1
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re-design addressee/salutation tab/formulas
Addressee salutations are actually not very user friendly. If you have a variety of options but a constituent has only FN LN populated then it appears you have the same option 10 times. a) I think that addressees and salutations should be popula...8
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Ability to link Events to Actions and Proposals
There is an opportunity to better integrate the different aspects of Raiser's Edge. Currently any activity recorded in actions that related to event sponsorships have to be duplicated. Also it would be helpful to the team to enable a link between ...0