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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
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Make it easier to import more than one consent
I think that you should look at the way we import the new consents into Raisers Edge as this has to be done by Rows and not columns, so if you have more than one consent to add (8 in total) then you have to do an awful lot of work on the spread sh...0
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Perform a Global Change to make Proposals Inactive
It would be helpful to be able to create a query and then use that selected group in Global Change in order to make that group inactive. Currently, we have to perform an Import to clean up the old Proposals.0
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Single Payment to Two or more pledges doesn't show split in Query or Import to Create File
I would like to export details about pledge payments that are applied to two or more pledges. I mainly want the import id for pledge, import id for payment, and the amount applied from the payment to each pledge. I would probably expect the result...0
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Export spouse information on a separate row.
There are times that spouse information differs from the main constituent so it would be nice to be able to have these two pieces of information on two separate rows. Similar to when exporting organization contact information, you have the option ...0
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Create an Exception Query instead of an Exception File OR auto-include Constiutent ID in the Exception FIle
It is super common in fundraising to get lists for import that include a mix of new records and duplicate records. For each list that we import, we need to have a way to generate the list once the import is completed (to include all of the records...0
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RE Report With Specific Ratings Fields From The Prospect Tab
I would like to be able to generate a report where I can list the amount that a person donated last year and then include several fields from the Prospect Tab (RE Database View) in the Ratings section. Specifically, I'd like to have a report that ...0
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Add Package ID as an Export filter
It would be super helpful to be able to filter by Package ID when exporting gift information in a constituent or gift Export. Currently, you can only export by Campaigns, Funds, Appeals, & Query. Thank you.0
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Have an export option to include unpaid pledges only for any gift that is a pledge
Currently if I do an export of donor giving and tell it to include pledges, it will export the pledge, which was an individual gift entry. AND the payment of the pledge, which is a separate gift entry. Therefore on a big spreadsheet giving totals ...1
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The ability to add numerical content to sort in export
This would be useful for exporting analytics data specifically because you cannot add a comment to the analytics description to sort by.1