-
Add a GL transaction number to each RE gift from the batch it was posted in to the GL.
We do not print or save the GL posting report. Too much paper. It would be very helpful if there was a verification tool in RE that would connect gift to transaction # when posted to GL.2
-
Annual statement where the donor name and address could fit into a windowed envelope
By moving the donor name and address to the above area on the report, we would not have to print envelopes for mailing. We would not have to worry about making sure that we have matched the donor with the correct envelope. This especially comes in...0
-
Allow planned gifts to be entered through Batch
We have just purchased the Planned Gift Tracker module and now have upwards of 250 planned gifts to enter into Raiser's Edge. I was hoping to do it through Batch to streamline the process and to eliminate possible errors by clicking the wrong gift...1
-
Allow bulk soft credit application in batch
Within Batch, there should be an option to click on multiple gifts and apply soft credit to a constituent to all of those gifts at once, rather than applying the soft credit gift by gift. For example, we had one of our constituent organizations r...0
-
I would like to see some kind of indication on a Batch list when a gift is a Memorial or Honor or a Soft Credit.
A "flag" or some kind of symbol letting you know that a gift is a Tribute or Soft Credit will separate that gift from the other ones and ensure it was entered correctly.1
-
Allow sort criteria for "Reminders Sent" in gift exports
Currently, one can select the number of "Reminders Sent" to include in a gift export, but there is no criteria to have them sorted by date. We would like to be able to sort by date so we can see the most CURRENT reminders sent when we include this...0
-
Display the anonymous donor name in mail.
When running a Receipt Report it would be helpful to see who the anonymous donor is. Now I have to look it up and add it manually to my Receipt Report.0
-
Allow Zelle payments to be processed in RE.
With Zelle becoming more popular, it would be nice if we could process these payments through RE just like with Paypal. Taking care of these through Online Express, like with credit cards, seems like the easiest way to go about this?0
-
Permission to turn of automatic notification for "assigned solicitor"
When entering gifts in RE, it would be helpful to be able to turn off the "Would you like to make this solicitor an assigned solicitor?" notification box, particularly when entering gifts through the Luminate plugin. It is tedious to have to click...0
-
Link Package on the Appeal Tab as a default on the Gift Record
It would be handy to be able to pull packages that are linked to the appeals entered on a constituent record when entering a gift. It seems that the Appeals tab is populated by what's entered on the gift record, but it would be helpful to have thi...0