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Add "Merge All" and "Merge None" Options in the Duplicate Constituent Management
When using the Duplicate Constituent Management tool in Administration, add a button to "Merge All" records if all are the same person or "Merge None"/"All Records Not a Duplicate" if none are duplicates. Currently, it takes 7 clicks to merge jus...0
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It would be helpful if we could have a pop-up feature that alerts us to special events that need attention.
It would be helpful if we could have pop-ups for special attention when we sign-into Raisers Edge. Example: We could have Birthday or anniversary reminders of major donors.1
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I would like to view relationships and have those with a giving history color coded so I wouldn't have to open each link to view.
It would be most helpful when viewing relationships to immediately identify those relationships with a giving history, as it would take a lot of time to open each linked record to see if they have a giving history. I think this could be done by us...0
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Autofil for gift entry
It would be helpful to be able to set up autofil for gift entry. Example: When the Campaign is Event, the only Appeals that are displayed are Golf, Gala, and Auction. When Golf is selected from the three appeals, the only Fund that should be displ... -
Rename the results default name
I have noticed frequently that when I review the results of a validation for an import, when I try to save it, the default file name has a "/" in the name and I cannot save the file with the default filename because of the special character. Could...0
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It would be great to have an Action Batch or a Batch the allows you to update existing records.
We use a running excel spreadsheet to capture actions out side of RE. Because there is no batch the up date existing records we have to enter each one of these actions individually. Which is very time consuming and tedious. A batch that allows you...0
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quick data entry in excel type spreadsheet
It would be great to view the data as an excel spreadsheet. Identify the columns, then add whatever information we want. Data entry would be so much faster. You could pick all constituent records, only ones with certain attributes, etc. Then, I co...0
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month/day
Allow for month/day format on fuzzy dates for attributes0
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Make the EventID field editable
Currently, when you register a constituent for an event, a registrant record is created with a unique read-only EventID field. If it transpires, at a later date that they've been registered for the wrong event, you would have to recreate the entir...0
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Filter record changes through the plug-in
We would like to be able to filter what changes on an LO record made by constituents come through the plug-in. We have a high volume of records on our constituent plug-in that don't need to be updated on the RE record and slows down the function o...0