-
Lock the CONSID field so that it can't be altered . . . except by someone with supervisor rights
No description provided0
-
Declaration - compulsory fields
I really wanted to (but can't) make the following fields compulsory: Made Date Start Date Source Pays Tax on Constituent Declarations Else it's really challenging to control, validate and audit the Gift Aid records on Raiser's Edge0
-
Totals by Funds with Fund Balances in Export
We have many donors who give to many agencies (funds) - split gifts - and are unable to export the total amount a donor has given to these funds in any specific campaign or time period without creating a summary column for every single fund. We ha...0
-
Final Pledge Installment
In batch mode while entering gifts, there should be a way to tell (possibly by adding a column) that will tell a data entry person that this gift is their final pledge installment. We like to send a different letter to members once they fulfill th...1
-
Adding gift amounts to new member report
When pulling our monthly new member report, it currently shows the constituent name, membership category, and date joined. It would be very helpful to show what their gift amount was as well. Just a bit more information that would make for a more ...0
-
Conflicting Gift Aid records in Mass Merge
The mass merge comes up with a pop up where there are conflicting declarations on the records that are being merged. This message comes up at the point of merging, it tells you the conflicting declarations cannot be merged and tells you the name o...0
-
Show Import ids for dupes on control report when importing
Can you show Import id instead of/as well as Consid in the control report when importing when showing dupes0
-
Make Target Analytic Fields compatible between ResearchPoint and RE Db
When syncing the Target Analytics info from ResarchPoint to RE, I received the message "Invalid Amount Description." This error is caused when a constituent has a negative net worth. When trying to sync that constituent, RE will not allow a negati...0
-
Capability to do add'l sorting in the standard Gift detail and summary report. The options to be able to sort by campaign/fund or appeal.
It would be helpful to be able to sort this report based on any of the columns that were added to the report. The ones I see as most beneficial would be campaign, fund or appeal. Even multiple sort levels would be helpful.0
-
Article 42112 Update - How to allow or prevent users from entering and viewing credit card information
Ran across and issue with a user unable to process credit cards in batch after an update to their security. After contacting support and doing some digging we ran across this article which seems to address the issue, BUT the article does not seem ...0