-
Phone DNC or comments import
There should be an option to import phone numbers with comments or with the option to import numbers as well as the notice of "Do not contact/call"0
-
Allow to select records to update through "Process Now" in ConnectRE
Dylan suggested this be added to the ideas bank This is Dylan from Blackbaud Support. I'm writing in reference to case number 018689992, which we have open regarding how to select records to update through "Process Now" in ConnectRE. I have confir...0
-
Export proposal based on other data points than just "Purpose"
It would be great to export proposals and be able to select only active proposals, or added after a certain date. Similar to how you can narrow gift, relationship, appeal, etc information in the export.2
-
Need the ability to import Action Document & Solicitor
It would be great to import the document name when you add actions to the system. The document name may not be the same for every action included in the file. It makes more sense to add this to the field provided in Raiser's Edge then leaving clie...1
-
Hyperlink to a query from an export
I think it will be really helpful to be able to jump to a query right from an export if you have to update a query. Especially if you have many queries developed and exports, it will make DBA's life easy to manage this aspect in the Raiser's Edge ...2
-
Generate Data In Multiple Rows
Enable Export report to generate data in multiple rows. For example having information of multiple gifts by each donor appear on separate rows instead of in columns. So, if there are 30,000 donors who have donated 20 times, the export report will ...0
-
To have an automatic inclusion option for new criteria, such as new camp/fund/appeals criteria in exports/queries
I have many queries and exports that include camp/fund/appeal criteria; some of these reports are automatically run. We continuously add new campaigns, funds and appeals to RE ~ however, these new Camp/Fund/Appeals are not reflected in the criteri...0
-
Export the duplicate report in NXT
would be nice to have the ability to export the duplicate management report in NXT. You can merge the data using tools like merge O matic without doing manual merges1
-
Download map view of lists as shapefile
It would be great to make it possible to download/export the map image of a list as a shapefile to use in a geospatial program, such as ArcGIS.0
-
When exporting a list from a query option to export HoH regardless if both constituents are in query.
Currently when using the export flag "Export only constituents marked 'Head of Household'" both members of the household have to be in the query being exported. There should be an option to export only the Head of Household as long as one of the m...0