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Query and Export fields for gift adjustments: previous amount, previous funds, entered by, reason
when you use the adjusted report, you get many of the fields you need to see. however, those fields do not export. it would be nice to be able to query and export previous amounts and previous funds.2
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Unlink gift to Recurring Gift
I have found many instances of gifts that were allocated to the wrong recurring gift on some constituents who have more than one recurring gift. Adjusting or even deleting and re-inputting the gift is more work than is needed if there was an un-li...2
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Give us the ability to delete entries in the Pledge Reminder History
I recently ran pledge reminders and allowed RE to add the reminders on the "History" of each pledge. My Director of Development pulled a few of these letters while she was signing the batch. It was only then that I discovered that RE users do not ...1
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Recurring Workflows - Autogenerate ongoing tax receipts
I'm trying to fully automate tax receipts for my nonprofit but failing to because workflows can only be applied once to a constituent. It would be helpful if workflows could be recurring for constituents so whenever a new (latest) gift is made, a ...0
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add gift ID to journal reference options for posting from RE to FE
We're trying to find a better way to collaborate/tie in with our Finance department; would love to be able to include the gift ID in the posting journal reference AND also add this option to the constituent record search (rather than having to lau...1
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Add pay method as optional column in Gift Detail & Summary report
Seems like an obvious option and must have been at some point. The guidance in the Help? section at top of reports indicates that Pay Method is an option. Please bring it back.0
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add the ability to export the original donor's name and soft credit amount when crediting soft credit recipients
The Raiser's Edge does not allow for the extraction and filtering of soft credit details when crediting individual soft credit recipients: Include/exclude soft credits for gifts from organizations as credited to individuals Include/exclude soft cr...0
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Default Batch Sort should list the most recent batches first like it used to be.
We used to hit batch and our most recent batches would appear in descending order. This was wonderful. Now the default sort lists batches from 2016 and 2012 first which forces me to have to resort EVERY TIME I pull up batches. This is a bad improv...0
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Re-sort Package dropdown list in Gift Record
Packages are currently only sorted by the order they're created. We'd like to resort the list by ABC order so it's easier to locate a specific package.0
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Give option for "Other" fund on Donation form in NXT with ability to search the database or enter free text
We would like the ability to only list a few key funds on the new donation form designer in NXT, and then allow the donor to enter a fund as free text if the fund they want is not listed, or allow the donor to query against a list of available fun...1