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Ablility to global change GL account number on funds
This would be useful if you get a new GL number/ debit account number and have several funds on an old GL number0
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when linking a gift to proposal, carry over the information to the gift
It would be great to avoid having to re-fill in the campaign, fund, etc again, if we already have the information in the proposal. It would be good if this could be automatic.0
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ability to change GL on mass
we have run into a few issues because we do not have full access to the API as we did with RE7 in NXT for example we can't run reports that look at end point not yet available in NXT nor can we make global changes to things like GL or Campaign exc...0
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How can I change "Recurring Gift Pay-Cash" to "Recurring Gift" within the drop down menu?
It is better for our business to further distinguish between pledges (and their corresponding pledge payments) and recurring gifts with are not a payment against a pledge (no promised amount due by a date).0
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Multiple Years Report to Identify Giving History
There is another one out there like this but I see it was from 2013 and nothing has been done with it that I can see because no such report exists, so I am putting another request in with some detail. Basically I need a report where I can see more...0
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Ability to display additional proposal fields on the Gift Batch Link to Proposal screen such as Inactive, Deadline or Date Expected columns.
We would like to add the Date Expected, Inactive and Deadline columns to the Proposal screen in Gift Batch. It would allow the data entry person to easily distinguish upon review the appropriate proposal to link the gift. Right now, there is not e...1
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Automatically create actions from emails sent through the gift tab like it does from the Bio1 tab.
We are leaning on sending immediate acknowledgement or receipt emails when gifts are entered and it would be great to have an action created when we do this so there would be a record on their record that an email receipt or acknowledgment was sent.0
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Recurring Gift Attribute
In reference to KB 96071 Attributes not added to recurring gift payments added in batch it would be really helpful if we had at the option to automatically add them. It's a critical field to our business operations.0
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For users that interface with RE and FE there should be an option to add project IDs on the gift tab just like appeal OR put GL distribution under appeal instead of fund.
As an organization that used both FE and RE it is very difficult for us to track our grants. We have to create a new fund for every grant we receive because it needs a new project ID in FE. If we could just have a drop down option on the gift tab ...0
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Give option to predefined the fields which would always appear in batches created automatically in Raisers Edge.
We have reoccurring batches set up as needed with specific fields. When we run certain processes, such as downloads from Online Express, the batch is automatically created by RE. I would like the option to have these automatically generated batche...1