-
Allow editing on Consent records
There absolutely must be more granular access to the security settings of the new consent opt-in records. Nobody has the ability to edit a record (not even an admin) and mistakes do happen regularly. The only option is to delete the record and the...3
-
Dynamically Assign Addressees and Salutations
Most people have a set of standards for these fields that follow a set logic that could be written in a formula. For example, if preferred name not blank, preferred name, else first name; with the addition of if spouse exists and spouse preferred ...0
-
Filter out registration/purchase dollars on a constituent record so that actual donor $$ be viewed.
Our development officers and staff would benefit by seeing a total giv history that is based on donations and not including event registrations and/or purchases. (We use BB for ALL)1
-
Link student siblings through Connect RE
Student siblings in Core should be linked in Raiser's Edge when processing Connect RE. Currently parent/child relationships and Grandparent/Child relationships link but not siblings.0
-
Query/Report on Specific Constituent Record Changes
In another CRM I used, that is much older than RE, we used to be able to tell who made specific changes to a constituent record and when. Some of these changes included deceased date, groups, address changes, contact information, and so on. Curren...1
-
Be able to Globally Delete Alias Type AND Alias Name
We have tens of thousands of irrelevant aliases that needs to be deleted. We are able to delete a specific type but the name remain in the record which is even worse because then you have all the names with no Alias Type. We should be able to easi...5
-
Adding/Linking the same action to multiple constituent records (individuals and organisations too)
It would be so great if we could add/link the same action (e.g. meeting, email) to more constituents in Raiser’s Edge 7 and RE NXT. We could create a certain action only once and then we could link it to multiple constituent records at the same ti...1
-
Constituent search function
It would be great if when you ran a search that the search stayed open, encase you go into the wrong individual. Currently you have to rerun the search If this popped up in a different window it would be more useful.1
-
Fundraisers need rights to delete only their actions
Our fundraisers need the permissions to delete an action they created without the rights to delete other fundraiser's actions. Sometimes they accidentally create an action on the wrong record and should be able to delete it themselves instead of c...3
-
Automatic Invalid Address
Allow a business rule so that if the address lines are left blank, the constituent record is automatically saved with the "no valid address" field checked.1