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Expand the fields available in the Fund Export
The current export based on fund only allows inclusion for the core fund fields, fund individual and organization relationships, and fund attributes. It would be extremely useful to add fund solicitor relationships, fund distributions, associated ...0
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Allow drill-down from pledge payment to original pledge in export and query
When pulling gifts in query or export, you cannot reach the pledge information through the payment record. You can do the reverse and see the payment gift info from the pledge record, but not from the payment. Example: Weekly Gift Report showing...0
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Mark fields as favorites in Export like it's possible in Query
I'd love to have favorite fields in Export like I can in Query. There are about 5 standard fields in all my exports that are always included. It would be a timesaver to have these accessible without having to open each node, find them and select t...1
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Ability to export all data held for a data subject in response to a Data Subject Access Request
Under UK and EU law, data controllers must supply all the data that they hold on an individual within a defined time limit in response to a Data Subject Access Request. At present responding to this in relation to data held in Raiser's Edge is ver...2
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Fund Relationship Export
More constituent fields need to be available under the fund export. Users are not able to quickly pull all funds and the individuals associated with them without having to do a lot of manual work. We need to be able to access the individual's addr...0
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Ability to export consecutive giving years
When completing larger scale projects based on multiple data points, it is extremely helpful to have the ability to export the consecutive years of giving tally. This feature simplifies tasks and saves vast amounts of time.0
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Be able to export the most recent Gift Aid information using the export module in Raiser's Edge
So that when you send a mailing you can target people who have not given a gift aid declaration to give one. Also helps to make sure that those you do have a declaration can update their details. At the moment you have to export all Declarations t...1
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Create a process to link multiple spouse addresses using import or global change
I have many spouse addresses that are unlinked and want to clean them up, but so far there is only a manual linking/sharing process. I should be able to globally choose an address to link and link the spouse constituent addresses and the individu...0
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Importing
We should be able to import based off of emails, first and last name, address?0
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Enable "Action Summary" to appear in an action list export
When exporting an Action List, the column labeled “Action Summary” does not export. This is a problem because the Action Summary contains the details of the MGO’s move. A Blackbaud staff member was able to confirm that the action summary is the fo...1