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Importing new constituents - auto use address accerlerator to update fields
When you have a spreadsheet of new donors and you have some of the contact information e.g. first address line and post code, Raiser's Edge can automatically match the imported address with the AddressAccelerator function and put the correct addre...0
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Allow GL Codes to be imported when importing new funds
For clients with many funds (specifically for clients who raise money for many different agencies), we need to be able to simply export all of the funds from one year and update the year on them, and then import them back in as new funds. The GL c...0
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One report to show cash in hand and projected cash
It will help us if you can develop a type of report that will enable us to export in one file cash in hand and projected case. It will make our life easier, we don't have to pull two separate reports., and integrate them into one report0
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Store Imports and Global Changes in user designed folders instead of by type
We would like folders to group imports and global changes in different ways, like we do with queries and exports.0
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Show All Exceptions in One Report When Validating Data for Import
The current Raiser's Edge validation process for importing data is shows exceptions separately, and it doesn't shows other exceptions until the first one is cleared. It would be much more time efficient if all exceptions identified in a csv. file ...0
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Make all Export fields available through Query.
No description provided0
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More Understandable Field Explanations in Import Field Name Table
The tables for import field names are very helpful, but the explanations are sometimes very cryptic and don't help people understand what the field actually indicates. If the table could have a more specific explanation of some of the lesser known...0
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Exporting links between recurring gifts and payments
We need the ability to export links between recurring gift pay cash and the master gifts. Two fields that would be very helpful would be (while exporting pay cash) the master recurring gift appeal/campaign/fund, and the master recurring gift impor...0
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County field missing from Event Import
There is a county field under Event Location, along with all the other usual address fields. This field cannot be imported in an event import, but all the other fields can. This is a clear oversight in the design. Make no mistake, this is a bug,...1
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pre-populate export with query output
I would love an option to copy over or import the output from the query being used to build an export. This way, we would not need to rebuild the output for particularly large exports.0