-
Improve YTD Giving field to factor spouse giving
Spouse records need to share information better. They should automatically soft credit each other for gifts, but the YTD giving field (used in mail module) should calculate the total hard giving for the Household (excluding soft credit gifts). Thi...0
-
Offer options to offer relationship for spouse
It would be great to be able to have the option to add a new relationship for a spouse (who does not have his/her own record).0
-
Share Attributes/Notes Tab for Nonconstituent Individual Relationships When Shared
It would be such a time-saver to have the attributes and/or notes copy for nonconstituent individual relationships when they are shared between constituent records (parents, step-parents, grandparents, step-grandparents, aunts, uncles, etc.). It i...0
-
Changing the layout of the Education record for multiple degrees
As a community college, we have some alumni who have as many as 8 degrees and/or certificates. To add these all to their record I have to add a new relationship for each one. This creates a new tab for each degree. So if someone wanted to know wha...1
-
Automatically make ID's for constituents
We usually have to make up our own ID's. It would be nice if RE just assigns them when creating a new constituent.1 Already exists
-
When using AddressAccelerator with a query, it does not add the Source or Date Fields to the records
After I import new records in to Raisers Edge, I create a query and run them through AddressAccelerator. I select my type, source and date from, but the only thing it will add is the type. I then have to go to global change and add the Source and ...0
-
Modification of Constituent Batch for new Constituents
When I enter in a constituent and spouse, I can put in all the constituent information and an ID number is assigned. The spouse name is there, with Title1 and Suffix1. The spouse is not given an ID number, not can I put in the Spouse Addressee and...1
-
Assign a different Amount to each constituent in a list when assigning Solicitor in Global Add
Rather than simply importing the Amount after the solicitor has been assigned, create a way to indicate the specific ask amount for each constituent. Currently with Global Add of Solicitor, everyone is required to have the same Amount. I've seen ...1
-
To have the grade of a current student rollover annually in RE from EE or FE. At the present moment this information has to be updated manually each year.
We currently use the grade information for various reports in RE.0
-
Make "Gifts to Other Organizations" in the Prospect tab Sortable within RE
The "Gifts to Other Organizations" in the Prospect tab are currently NOT sortable within RE. That seems like a BIG missing feature that ought to be easily doable. I now have to export any donor records to other orgs, to an Excel file, and work wit...0