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Link a constituent to a fund
It would be cool if there were a way to link a constituent with a certain campaign, as a donor to that campaign. This could happen in two ways: 1. The link would be created automatically when a gift is created. 2. The link could be created "by ha...2
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make spouse gender required field
Add SPOUSE GENDER field to the list of possible fields to make a required field0
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List Action attributes in the same order as on the Config tab
It would be helpful if the action attributes were listed in the same order as they are listed on the Config tab, in the same way as constituent attributes, rather than appearing in alphabetical order regardless of the order in which they are entered.0
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Actions Simplified for Touches/Moves
It is important to know touches. Who we are touching (informal, formal, etc.) date, type of touch. . . It would also be good to make it easier to add the person who is touching without a lot of clicks. Recording touches is important, yet the amo...0
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Actions - Can we put a simple note field on the main action box?
It takes five clicks to just get into the notes field to add a quick note. And then, save and close. I am certain I am missing something. Thanks for considering. -
When trying to add an event registrant as a guest,
the message reads - 'you cannot add this participant because they are already registered', which is incorrect. It should read "because they are already invited to this event'.0
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Please tweak email, phone info display in mobile app? "Email" button disappears very quickly upon launch.
Please tweak email, phone info display in mobile app. "Email" button disappears very quickly upon launch. All contact info appears under "call" or "IM" button but touching an email address launches the phone. My director travels a lot and this wou...0
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Add a batch number via Import or another administrative tool (for clean up purposes)
Cleaning data, we found batch numbers incorrectly recorded as attributes. Would like the ability--and only through an administrative tool, not for the general user--to add a batch number to gifts that are lacking them.0
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Provide the ability to schedule queues outside of Raiser's Edge
Provide the ability to schedule RE Export Queues from Windows Task Manager. Large queues have a tendency at times to hang in the "processing" state. This prevents subsequent queues from executing. If "On Demand" queues could be scheduled from Wind...0
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"Delete Selected" and "Process Selected" shouldn't be adjacent buttons
When processing online donation transactions, the "Delete Selected" button is right next to the "Bulk Processing" button. An accidental click of the mouse button and you can easily delete all of the online transactions you have selected rather tha...0