-
Enable a Date of Birth import to automatically skip over records that have a DOB in place already.
If I try to import a group of DOB dates for constituents, the new date will overwrite any current date in RE. I'd like this changed such that a switch/checkbox could be turned on that would set up the import to first look at a record's DOB to see ...0
-
Allow search for spouses in the mobile app
I can only search by Bio1 name or spouse last name in mobile - I need to be able to search by the spouse's entire name in order to verify whether they are in our database. Specific scenario - we check obits daily, and cross-reference recent deaths...0
-
Offer another Date Format in Raiser's Edge fields
Right now, when you create Letter templates in Raiser's Edge, you can import Dates (acknowledge dates, gift dates, etc) into your Letter, but only in two formats: short (i.e. 7/1/2015) or long (i.e. Wednesday, July 01, 2015). I would like an alter...1
-
REAL TIME USER UPDATES IN QUERIES
This would save so much time tracking volunteer management. Right now, I work out of an excel spreadsheet and am constantly updating notes. The last database I worked in allowed us to run a query (the output produced looked a lot like an excel spr...0
-
Link an event registration with an existing participant record
Currently if you are tracking invitees in the event module and one of them registers online, you can link the event registration to the constituent record but you cannot link it to an existing participant record. In order to process the gift, you ...0
-
Parent corporation relationship record.
Add "check box" option for parent corporation to show as a relationship in organization record like "primary business" relationship is in the individual record.0
-
Globally delete Annotations
Annotations are often entered and easily forgotten to delete. We are moving away from annotations and using the business rule as appropriate. With over 3000 annotations, it would be very nice to globally delete those that are unwanted or no longer...0
-
Enable users to open backed-up versions of Raiser's Edge
It would be very useful to be able to open a backup version of Raiser's Edge to be able to view/retrieve specific items that may have been deleted in the current version. Right now you have to replace your current version entirely with the backup ...2
-
RE NetCommunity Plug-In
In the RE NetCommunity Plug-In, for Profile Updates, I'd like to see the feature to Export all transaction details as you can do with Sign-Up requests.0
-
Posting a negative amount to a donor record in Raisers Edge
This would be more helpful than simply adjusting a gift record so that you have a record of the negative amount.0