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Update Standing Order Import to include new CAF Report Format
Now that CAF is providing reports in CSV format, could CAF be included in the Standing Order Batch import, alongside the various banks?0
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Limit RE users access to constituent records by fund giving. (under security groups)
Currently in RE you can limit access to Constituent's giving by fund. i.e. -> Group Privileges -> Gift Access by Fund. We need to be able to limit access to Constituent's records by fund as well. You have the option to "Limit by constituen...1
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Enable Label to Export in Tabular Format
When Blackbaud put the latest patch (7.94.6116) on Raiser's Edge, suddenly exporting labels to Excel in Tabular format became impossible, which makes it extremely difficult to send our jobs to the mail house. Export just doesn't cut it, especially...0
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Export hard break in addressees as semicolon or two fields
I would love to be able to export the addressee into two fields, or at least a semicolon between them when using the mail or export functions. Currently, an addressee of "Mr. John Smith\\Mrs. Jane Smith" exports as "Mr. John Smith Mrs. Jane Smith"...2
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Modify the Write a Letter option
Like any other template I would like to be able to modify/edit the write a letter option so when you click on the word icon it has your chosen font and layout of address and formatting etc1
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Ability to hide the auto remind field based on security group
Ability to hide the auto remind field based on security group0
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Credit Card Processing Warning Window
When Batching Credit Card gifts in RE we have recently started to record the last 4 digits to help verify our transaction feeds but not the expiration dates. We keep having the "no expiration date entered for this credit card to be processed with...0
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Allow users to work in the RE mobile app on ipad.
I can move a query to the mobile catergory and can view the list, but am unable to actually work and update accounts from my ipad.0
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the ability to have event seating charts synced
We have a few instances a year were we have multiple events going on at the same time. It would be helpful to have the seating charts linked so that we can see what assignments have been given to avoid double-booking our retreatants.0
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being able to cross-examine my RE data with LinkedIn
LinkedIn Universities shows a compiled data of alumni - it would be great if I could batch import that data with my existing alumni data to update contact information, but also capture self-identified alumni whom we've missed0