-
Add/Sal Formula to combine identical spousal/last names
When using salutations/addressees in mailings to married couples, it would be helpful if there were a way to only use one last name if the two constituents share their last name, but still use two last names if they do not (as is becoming more and...2
-
Stop aborting imports/exports that are longer than an hour in the hosted environment. When running a long import/export the system requires you to move your mouse once every hour or it kills your job. I have exports that pull the entire database with summary totals and these can take up to 12 hours, it is crazy to expect me to remote in every hour to move the cursor, when the system should recognize that it is being used. It is also not reasaonable to have to request my time be extended every time I do a longer import/export. Every week I have to run exports that are over an hour for an outside vendor. If others of you share this frustration please vote to have the time limits not abort active running imports/exports.
No description provided1
-
Would be nice to have option next to phone number, email addresses, etc. to "copy to clipboard"
This is beneficial for when you're doing data entry, calling someone etc., for example I can no longer highlight a phone number when using firefox browser and don't know why. Having copy to clipboard button would make that simple.0
-
The ability to conditionally require a package on a gift based on appeal
If I create an appeal and add packages - I would love to be able to check somewhere on the appeal that one of these packages is required in order to save the gift (or assigned appeal)1
-
add the ability to export the original donor's name and soft credit amount when crediting soft credit recipients
The Raiser's Edge does not allow for the extraction and filtering of soft credit details when crediting individual soft credit recipients: Include/exclude soft credits for gifts from organizations as credited to individuals Include/exclude soft cr...0
-
Add a date field beside prospect status on Prospect tab
Add a date field beside the status field on the Prospect Status tab so users can see when status update was made. This may also be useful with querying, reporting, and other prospect management / moves management activities.3
-
Default Batch Sort should list the most recent batches first like it used to be.
We used to hit batch and our most recent batches would appear in descending order. This was wonderful. Now the default sort lists batches from 2016 and 2012 first which forces me to have to resort EVERY TIME I pull up batches. This is a bad improv...0
-
Event App available for Android tablets
Will there be an Event Management App available for Android tablets? iPads are expensive so this would be an alternative for organizations on tighter budgets to use this app. -
Allow Ability to Add Columns to Dashboards
I need information in my dashboard that isn't listed in the existing dashboard templates. The ability to use a Query or Export as a dashboard and to dictate exactly what I need to see in my dashboard would be very, very helpful!0
-
Action Calendar
For those of us who do better with a visual calendar rather than a list of deadlines and due dates... Have an dashboard feature that calendarizes actions from an action query, then puts them into an actual calendar that you can view (weekly or mon...0