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To develop a way to have employee gift detail protected while those employees are identified as solicitors. See case #12191580
To develop a way to have employee gift detail protected from other employees while those employees are identified as solicitors. See case #121915800
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Allow a business rule or default setting to split solicitor credit evenly in proposals.
If two or more solicitors are involved in a funded proposal, the default is to credit each of them with 100% of the gift. We split credit, so total credit should equal total gifts, but if the user neglects to go in and specify the splits, we end u...0
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Attribute to show on Fund Performance Analysis: e.g. fund attributes to help organize them within a report
I have 300+ funds which I manually organize into 12 categories. I can give the funds an attribute and get them listed in order on a Fund Performance Analysis. But the FPA does not show the attribute, which would be handy.0
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Stop requiring OWC for the Dashboard
OWC 2003 is no longer supported by Microsoft therefore it is a potential security vulnerability. As a sysadmin it makes me queasy when I have to install unsupported software like that. OWC allowed for powerful attacks in the past (http://www.check...1 Already exists
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Pull reports through dashboards so it can be refreshed by the individual user for quick glances
Example: Statistical Report through a dashboard is great if all the users have to do is refresh to see the most updated information.0
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Internal Communications / Reminders completely inside Raiser's Edge
Raiser's Edge users should have a conduit for internal communications with other users similar to how people interact in a calendar & task system like MS Exchange, Google Calendar, etc. Internal reminders set by the user for themselves to d...0
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Make action "attribute description" one of the column choices in the action tab.
Our organization is starting to use the action attribute category and description. It would be very useful to have this as one of the column choices on the preview screen.0
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membership id field too short in Membership Scanning
When scanning a membership card the "Membership Scan ID" field only accepts 15 characters. But our membership numbers are 16 Characters long similar to a credit card. I can enter the full membership number on the membership record but the scanni...0
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Multiple seating layouts for one event (i.e. theatre seating (rows) followed by dinner (tables) seating at same event)
Seating wizard would allow you to create multiple seating layouts for the same event. For example, one event may start with a theatre performance (rows) followed by dinner (table). Each of these would show in the Seating window and both seating as...0
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Autogenerate fees
The auto-generate fees button on a participant record allocates the tickets and the payment to the main registrant rather than spreading the payments out across each guest. This makes no sense as you then can't see which guest has paid which ticke...0