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We add Funds as relationships to track former parishes from our parishioners.
we have been using the constituency codes to track all parish relationships, but it is getting very messy. The logical place to track historical information would be as a Fund Relationship, which currently exist in RE but only when adding or updat...0
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Export different email types on separate rows, as opposed to columns.
I would like to be able to export a given constituent's email types in rows, with the other info duplicated, rather than columns. Right now, if I export different types it shows up as:Name Email 1 Email 2 But I want it to be:Name Email 1Name Email 20
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Include the original query name in the export when including a merged list of several queries.
No description provided0
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Be able to change duplicate record criteria
Whenever I import records, I get duplicates added with records already in Raiser's Edge when the names are slightly different, like Kathy & Kate.0
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Ability to choose a range of dates for a Conditional Mail Merge via Export
If we want to send one letter to donors who gave a gift in a certain month, and another letter to donors who didn't give in that month, we need to be able to set a date range for the condition--using less than/less than or equal to a specific date...0
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Be able to EXPORT SSN without encryptoin
We use the SSN field for the Met Box Office ID (they use Tessitura) and when we want to dedupe people against their lists for our telefunders, the SSN field is encrypted (XXX3389) in Export. Funnily enough...Query and Import export the field as no...1 Already exists
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Add event filter to participant exports
I set up several participant exports for our event managers. If I want to create a single event export, I have to create a participant query for that export. The "Include" button gives me a choice of All [participants], Selected [participants in a...1
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Export Filters on gifts with Fund Splits - Improve the export to reduce latency and allow for faster filtering on split funds on summary totals
Currently, there are limitations regarding reporting (through Reports or Export) on split gifts. It can take hours to run an export where we have filtered on funds. We need to remove non-gift / membership category funds when requesting fiscal year...0
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Change Default Campaign ID in a gift export to "Default Campaign"
That field is set by the user options section, so it will display the description or the ID based on that setting1
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Ability to Import (create import file) with Salutation IDs used in Event Tags/Place cards and Membership cardsÂ
Ability to run an import (file) or export to find out which Configurations ID from the addressee/salutation table is being used in Event place cards, Event name tag and Membership card0