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New Panel Option for Home Page: "Recently Accessed Records"
For those of us who like to do a lot of our daily work from our customized Home Page, it would be very efficient to have the "Recently Accessed Records" as a panel option on the Home Page. Rather than having to leave the Home Page to go to the Rec...0
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When using AddressAccelerator with a query, it does not add the Source or Date Fields to the records
After I import new records in to Raisers Edge, I create a query and run them through AddressAccelerator. I select my type, source and date from, but the only thing it will add is the type. I then have to go to global change and add the Source and ...0
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Please add NPV (Net Present Value) Date and Remainder Value Date to the available fields in reports
Having the NPV (Net Present Value) Date and Remainder Value Date on the reports would save time and be very convenient.0
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Add Last Gift Amount into Gift area under Quick Letter
Its silly to have last gift date and not last gift amt here. You have first gift amt and date, its arbitrary not to have the option for last gift here - especially useful for LYBUNT letters etc.1
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Soft-credits calculated in LTG
Currently, the lifetime giving feature only shows the total amount of gifts made directly by the constituent. It would be helpful to have the option to include soft-credits into that total. For example, spouses may frequently donate individually, ...0
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Allow scheduled recurring gifts to be added after cancellation when the installment date precedes cancellation date
Sometimes a recurring gift is cancelled by the donor a few days after the usual payment date. If an external company processes the payments, you may not receve the payment data files for up to a week after, therefore you cannot cancel the DD as it...0
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Database for email and consent
I wish there was a way to be more compliant with Canada's Anti-Spam Legislation. I wish there was a way we could add a expiration date to the email given VIA donation. If there was we could run query's or be prompted when an email was going to exp...0
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Auto-Populate Category Field on Import of Timesheet in Volunteer Module
My specific issue involves the volunteer module. I setup Jobs with the Category field populated. When manually entering a new Timesheet I enter the Job, Date, and Hours with the Category field automatically populating due to the linkage of the Job...1
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Assign a different Amount to each constituent in a list when assigning Solicitor in Global Add
Rather than simply importing the Amount after the solicitor has been assigned, create a way to indicate the specific ask amount for each constituent. Currently with Global Add of Solicitor, everyone is required to have the same Amount. I've seen ...1
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Import a Reason to an historic membership transaction
Helpful for updating coding or fixing data entry without having to delete transactions and then rebuild them0