We set up social groups for our members to attend throughout the year, and the participant lists don't tend to change. Raiser's Edge allows you to copy a participant list and import it into a single new event, but if you have multiple events you h...

We use split funds and need to print the distribution credit account on our crystal reports. The link is not set up correctly to link distribution to fund. Adding the fund ID to distribution account within Export would allow us to map fund ID on f...

I'm trying to create a weekly donation report that shows the last gift given prior to the gift made in that week. So, the second to last gift on the record. This is currently not possible in the Export function since you can't select less than or ...

For a quick list, it is quick and easy to output what you need in query and export to excel. When exporting in export, you can output phone type and phone number, but the data is horizontal. It is most useful when vertical in our office. A whole l...

When solicitors change or fund relationships change, this functionality would save a ton of time and resources in reassigning these - as it is, we have to click into every single relationship in order to change it.