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Save Print Setup preferences between sessions in hosted environment
This used to work and simplified my workflow as I didn't have to change tray/page layout etc each time I printed something. However, it broke in an update circa Sept 2019 and after querying with Support, I've been told it isn't supported any longe...0
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Enrollment Management Cadidate's List
The ability to separate parent emails and phones along with their respective name.0
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RE batch numbers sync better with FE when integrated
Looking to avoid situations where an RE batch can be started and then it's batch number overwritten by a post in FE.1
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Zip Code Formatting
Please create formatting for the zip code field in Raiser's Edge 7 so that zip codes can be selected intentionally as 5 or 9 digit so as to prevent issues with National Change of Address and Address Finder changing the format.0
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More options for table cleanup
Would be great to see which entries are not in use. Maybe even an option to delete multiple (or all) unused entries at one time? The way it works now is a nightmare for big cleanup projects.0
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Tracking Data Input By Various Employees
It would be beneficial to be able to track the activity of an user, how many transactions did they process, amount of money recorded, actions that took place. Basically run a report that says yesterday, last week, last month (whichever) X employee...0
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Media Tab - a way to see if a document is linked or embedded. And if linked where it is linked to.
Just now it is impossible to see if media has been linked or embedded once it is on the record. It would be idea if you could view this. This would save accidental unlinking of media and allow us to monitor if people are correctly embedding rather...0
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Time Sheet Queries, Exports, and Global Updates
Jobs are all well and good, but it is Time Sheets that are the real lifeblood of our volunteer data. If it were possible to create Time Sheet Queries, Exports, and Global Updates it would save me jumping through all sorts of hoops to get at the in...0
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Allow funds to be sorted alphabetically in Security by Fund.
Because we have 9 foundations using our RE, we currently have more than 200 funds listed. They aren't in alpha order. They are in order as they were added to Raiser's Edge which makes it time-consuming to search for certain funds and to code them ...0
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Under Reports Funcation, report only constituents marked Head of Household option
We use Blackbaud NetCommunity. NetCommunity doesn't link to non constituent records. For this reason, we have to have constituent records for the head of household and the spouse in order to link online gifts and online registrations. Which means ...0