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Export "Last Installment/Payment Date Due" Field
You are able to pull this field in a query, but not in the export. This is honestly the simplest thing - if a field exists in RE, you should be able to export it!0
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Stronger duplicate criteria when importing constituents
While the current duplicate engine is very powerful, I am suggesting that the duplicate tool look to linked records. Husband has an Individual account. Has a Spouse record (where she does not have her own record). If the wife attends an event (or ...0
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Ability to export a specific constituent prospect rating along with the spouse's prospect rating in the same export
It is helpful when analyzing prospect ratings, and for ensuring that spouse's don't have different ratings.0
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When adding gifts per Import not Batch would like a way to check for outstanding pledges
We get a csv file from our phonathon software CampusCall. We get them into Raiser's Edge per the Import tool not by Batch. Doing it this way we don't have to manually enter them into Batch but it does not have a way to check to see if there are an...1
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Add Exception reason from the Import Control Summary Report to the Exception file.
It would save so much more time to have information from the PDF put into the Exception file. Add three additional columns to the exception file: Field, FieldValue, and Reason. I have to take the exception file, the Import Control Summary Report, ...0
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adding Appeal Field on RE Export under the Assigned Solicitor
When creating a Constituent RE Export Appeal ID or Appeal Description is not available under the Assigned Solicitor section. It should be much like Campaign ID & fund ID is available.0
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Raiser's Edge - Add all Target Analytics Affluence Prospect Ratings Categories and Description to Export
Include all Target Analytics Affluence Prospect Ratings Categories and Description listed below in Raiser's Edge Export. Only Target Analytics Income and description is included in Export. Currently all rating fields are included in Raiser's Edge ...0
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Allow Imports into Config Tables
I have several hundred schools that I need to add to the School Name table. However, because my student import has several other fields, I do not want to select "Create new table entries" for data integrity purposes. Currently, the only way to add...2
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Have issues with duplicate record tool - would like to set our own criteria for duplicate record search please restore this ability
The United Hospital Fund has been a Raiser’s Edge client for 24 years. During this time I have been administrator of the software. Prior versions allowed us to set our own criteria for the duplicate search- this is no longer available. When I call...2
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Copy and Paste Import ID
When preparing an import file and using Import ID to most accurately import accounts, VLookup is a great option to retrieve many accurate Import IDs quickly. However, in order to confirm that it is completely accurate, a VLookup based on duplicate...0