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Accounts Payable-Process payments, before clicking on process payments-change due dates in each line of invoice
Old database , double click on each invoice, line by line FROM THE BANK- Print checks - section to change the due date , and AFTER process the payments: For example we process payments today, want to change the due date with today's date: NXT vers...0
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Allow to move gift to another record
It would be handy to be able to move gift to another record. Sometimes it's been recorded in error. I know how to merge records only selecting "gifts" option; but this only works if there is 1 gift in constituent record. Now I need to move just on...105 Reviewed: Voting Open
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Customizable Color Palette for Database View
After a recent update, the color palette is currently white, light grey, and sky blue. This bright color palette is bad for eyestrain and distinguishing different sections in an RE record. There should be an option to revert back to the original d...79 Reviewed: Voting Open
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Add an 'End Date' field for attributes.
Currently users who need a function with a start and end date use Constituency Code, meaning we now have hundreds of constituency codes, and are unable to annote these data. By having two dates on attributes, we would be able to manage time depend...46 Reviewed: Voting Open
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Give all windows that open when working RE the ability to be maximized
Very frustrating when working and unable to see all of data in field on screen due to small size of window. Window at least needs to be large enough to see all of data. Would like option to set a default size53 Reviewed: Voting Open
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Make all fields accessible in Mail functions
In tab "2: Fields to Include" in Mail there have been arbitrary decisions made on what fields would be available to use in a Merge. If the field I want to use is not listed I must use Export to create the merge, preventing me from taking advantage...108 Reviewed: Voting Open
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Post to General Ledger from RE to FE appeal export field
You have appeals to report events/solicitations within a Fund to run dollars raised in RE; however, the appeal does not export, so the appeal set up in FE to track expenses for that solicitation cannot produce a revenue by the appeal for reporting...0
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Make Import-o-matic a default function of the Raiser's Edge
The plugin Import-o-matic contains basic functionality that RE ought to have for every user. Instead of having to figure out all the mapping and do multiple imports to make a complete record. You should be able to map whole records at one time and...39 Reviewed: Voting Open
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Keyboard Shortcuts in Webview
We need a way to navigate with less dependency on a mouse. Shortcuts to go from tile to tile, or to add a record, or go from one gift to another in a batch and so much more - it's needed.0
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Add Properties info (date added/changed, userid added/last changed for entries like Solicit codes and Constituent Attributes
We cannot tell who has added a solicit code, Constituent code nor Constituent Attribute as there is no properties info.29 Reviewed: Voting Open