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Create Dashboard Reports for Raiser's Edge App
No description provided6 Reviewed: Voting Open
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In Queue, add the possibility to add today's date or date of extraction in the name of the file(s) that Queue needs to export for you.
It would be useful for automated filling. If you extract the same file everyday, for filling purposes, you need to manually modify the title to add a date in the title to distinguish it from previous exported ones.0
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Color coded constituents codes in database view
I'd like to assign colors to various constituent codes so when I import large volume of gifts to RE in a batch, I can easily tell which donors are major donors and correct the gift subtype (from general giving to major giving), instead of clicking...0
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Adding privacy policy and consent statement by default
When adding a new consent it would be useful to be able to populate the privacy policy and/or consent statement fields by default, either by having the full policy or a hyperlink to it.0
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Fully Functional RE Mobile App Actions
I'm asking for all of the same functionality of a raiser's edge action that is available in the full version of the database to be available on the mobile app version. As I scroll through this discovery forum I see the following topics: Mobile Ap...5
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multiple notes on actions
It would be nice to open the actions tab and be able to see if one action has multiple notes on it so that we don't have to dig into every individual action to find whether or not there is a deeper history. Solution BB577196 is woefully inadequate...4
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Box to check for donors to add transaction fee into the total amount donated
We have a "Donate Now" site linked to our day school website, where donors give to the Annual Fund. I want a spot to allow the fee to be added to the total amount of the donation so that we take in the exact amount of the donation. For instance, i...0
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Add assigned package in default set
I would like to create a default set for new constituents where the default assigned appeal, package and date or added on the Appeal tab of the constituent.0
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A global change in NXT for campaigns for recurring gifts
When the recurring gifts are process and the campaign on some of the gifts are not for this years campaign it would be great to do a global change for those that needed instead of doing it individualy, because each year that list will grow.0
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Automatic Attributes with Gift
When a gift is made over a certain dollar value, I would like the corresponding gift attribute to be automatically applied to the donor. For example: If John Doe gives a gift of $500, the attribute assigned would be 'Major Donor Prospect'. If John...0