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Hyperlink the Constituent Code on Bio 1 to Bio 2
In the database view, the constituent code appears at the bottom of Bio 1. At this point, if you click on it, it does nothing. It would save time if by clicking on the code at the bottom of Bio 1, the Bio 2 tab would open, and you could make updates.0
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to chose what proposal to highlight on prospect general tab - not just default to newest deadline date
We sometimes have multiple prosposals for future campaign budgeting - for example X maybe currently solicited for a £10k gift but we know in 2 years time we are going for a higher ask of £100k and this is in the long term budget. As is, this secon...0
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tick Primary? check box should automatic untick Inactive? check box
tick Primary? check box should automatic untick Inactive? check box; vice versa.0
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Link Addresses to Google Maps
Fundraisers that travel to meet donors all around the country always have to know where prospects live when they plan out a trip. It would be useful if Raiser's Edge connected to Google Maps so when you opened up a prospect, you could see a Map vi...0
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Spouse Alias should be searchable when spouse does not have a constituent record.
We have the situation of a spouse "Sarah Jones-Smith" having a different name than her husband "John Smith". We cannot search on her name with his last name "Sarah Smith". If we put "Smith" in the alias on her non-constituent spouse record, we sho...0
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add time in prospect status to columns in portfolio view
Right now when you look at a prospect's record, you can see how long the prospect has been in their current status, which is great! But it would be even better to see how long they've been in their current status in the "Portfolio" view where you ...0
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Automatically change primary address dependent on the date
Having to use Address Processing can make queries bulky and complex. If RE examined records and switched primary addresses based on the date it would negate the need for that function. So if a constituent had a seasonal address, RE would make that...0
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Constituent Batch linking with addresses as well as people
When building a batch with new constituents you are able to link a person, it would be nice to choose if you would like to add the address or any other information bio as well.0
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Default settings - solicitor actions
Is there a way through the user settings to make it so that they are the automatic solicitor when they create a new action? Without using the Load Default Values now option?0
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Add Appeal ID as a field option for global changes (specifically in Assigned Solicitor Relationships)
My organization adds assigned solicitors for specific appeals (i.e. phonathon callers). I can globally add these relationships to specific queries of records, noting the type (specific phonathon), the date of the solicitor relationship, and the ca...1