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Proposal Export should be based on other data points than just "Purpose"
It appears this suggestion has been put in the idea bank many times in different ways. Blackbaud should merge them all together and get it done. It is long over due. You can only base your export on one field "Purpose" and not remove inactive prop...2
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Add support for Microsoft Office 2019
I am unable to export in .xlsx format and was told today (case number 017516781) that the reason is that RE7 doesn't support Microsoft Office 2019. I'd like to request that support for Office 2019 be implemented ASAP.2
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Ability to export giving info and specific wealth screen data
If your organization recently conducted a wealth screen of donors via Blackbaud's WealthPoint Professional, they will return the data and save them in ResearchPoint. You have the ability to sync the data back into RE so the wealth information is s...0
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Add Consecutive Years Given to Constituent Export
I was recently asked to produce an export file with a combination of fields that are not available in any of the canned reports. I wanted to add Consecutive Years Given to the Constituent export but find that it's not available. It is available in...1
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If a field exists for an Action Item, please make it available to fill when importing!
If a field exists in an Action Item, can you please make it available as a field to map when importing data? I recently imported a number of Action Items, included the Assigned Solicitor for the Action Item in my excel spreadsheet, only to not be ...0
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Stop aborting imports/exports that are longer than an hour in the hosted environment. When running a long import/export the system requires you to move your mouse once every hour or it kills your job. I have exports that pull the entire database with summary totals and these can take up to 12 hours, it is crazy to expect me to remote in every hour to move the cursor, when the system should recognize that it is being used. It is also not reasaonable to have to request my time be extended every time I do a longer import/export. Every week I have to run exports that are over an hour for an outside vendor. If others of you share this frustration please vote to have the time limits not abort active running imports/exports.
No description provided1
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Allow RE Queue Exports to be mapped to network drives
There is a necessity to have the ability to map a queued export to network drives. You currently can only map a queue to the Citrix hosted files. With this, you cannot map data sources from, let's say MS Access back to the Citrix hosted file. This...0
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Update the alias in RE
We need the option to update the alias using "Admin" import in RE2
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Way to track where imports leave off when RE times out
Since the system automatically times out and kicks you out there should be a way to track where the import left off so you don't spend time manually spot checking 60K records to figure out where import left off0
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Excluding inactive proposals in constituent exports
It would be great if you had the option to exclude inactive proposals in RE7 constituent exports. For moves management purposes, a constituent may have multiple proposals on their prospect tab, but one may only want to display active ones.1