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Package allowed to be mandatory/required field on gift records
We require packages for all our gift records - be they cash or pledges, and it would be useful to be able to enforce this as a required/mandatory field on gifts for colleagues who do not often add gifts to the database and to ensure that the data ...0
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Pop UP notice for records that have inactive or no valid address checked when entering ONLINE EXPRESS Gifts or any gift in a Batch.
This way we will be able to go into the record and un-check the appropriate field.1
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Multiple payments applied to installments sort by date incorrectly
It looks like the date field in the "Installments/Payments" tab of a gift is stored as text. Therefore, when there are multiple payments applied to one installment, the dates sort as text. 1/5/16, 10/15/16, 12/22/16, 2/9/16. It also exports as tex...0
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Add batch numbers to the GL Post csv file
When I post our gifts to the GL I have to include batch numbers in the csv file. Right now I have to manually add these numbers which adds extra time to this task when it could be automated.1
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Account # in RE Reports
I would love to be able to add Account # field to RE reports, especially Gift Detail & Summary. It would be extremely helpful for our year-end and monthly reports. Thank you.0
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Mask IBAN number in export & donor acknowledgement letter
When exporting IBAN numbers from within the Raiser's Edge you are unable to mask the IBAN number in export (also for Donor Acknowledgement Letters) This field should work in the same way the account number works and should be able to mask part o...0
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To have the ability to clear the Send Reminders History on a Pledge
We have had several people over the years process the Pledge reminders and there have been times when the run has been generated multiple times do to wording or formatting and the detail is not helpful when reviewing delinquent pledges.0
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Allow turning off assign solicitor prompt when entering gifts in batch
Not always do we want to assign a solicitor to a donor just because our staff solicited one gift, if so we never actually do so in batch but instead do so through the relationship tab of the constituent record when requested. When in a hurry it is...0
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Acknowledge and Receipt Code Addition
There are many times when a gift needs to be acknowledged or receipted, but we are waiting for information (clarification, updated address, etc.). We want to process the acknowledgements or receipts for the other gifts in that batch, but are holdi...0
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user accountability on reports
I would love to be automatic or check mark in the footer of reports to allow printing of the username who is running the report. You can add date and page number, but I'd also like to see who in my database ran this report. Mainly for accountabili...1