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Making all fields that available though export available in Query module.
There are some essential fields such as Proposal ID or Proposal Import ID Or pledge installments balance that are available on export but not in Query and this makes the data extraction pretty complex. I have set up an automated process to extrac...2 Reviewed: Voting Open
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When Using a Query Field, Editing One Shouldn't Change Them All
I'm sure this is just an error that missed QA, but while I love the update where fields used in criteria (which can be complex to duplicate) are now available under "query fields" to be used again. Unfortunately, when you use these query fields an...0
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Should be able to SEARCH by Fund ID and not just Fund Description in Query and Export
We have over 2,000 funds and every time I do a fund specific query or export I have to sort by Fund ID number, scroll through to find the right fund id, add it to the "one of" column, REPEAT, REPEAT, REPEAT, REPEAT. I should be able to at the very...1
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Update and keep the VSE report as it is IMPORTANT to higher ed communities
Update VSE report with 2022 template from CASE. Please do not remove the report as to calculating to this report takes numerous manual hours. Higher Ed Communities are working with smaller staff so this helps the staff work smarter not harder.2
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Radius Search--please!
This apparently has been requested before (several years ago), but I'm shocked that more organizations aren't asking for this feature. We recently migrated from eTapestry to RE. We regularly use radius searches to identify constituents in specific...5
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Nested categories for Queries
Like many organisations I'm sure, we have hundreds, if not thousands of queries saved in Raiser's Edge. Being able to organise these into folders is great, but to enable better organisation, could we please get the ability to add folders within fo...1
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Attachments visible in list view via RE NXT
When pulling up a list of gifts we should have a column option for attachments. With a simple checkmark noting if an attachment is on the gift record. If there is no attachment on the gift record then no check mark will appear.0
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Add multiple 'last gifts' to query output in order to compare donation amounts from one to the next
Currently there is only a query output field for first, last, and largest gift. Would love to have an additional 'last gift' output field to compare most recent gift with the gift given prior in order to see the difference in amounts from one dona...0
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Use Solicitor Assigned date in summary date ranges
When analyzing solicitor performance, I often need to know the total giving for donors in the portfolio ONLY from the date the solicitor was assigned. I would love to be able to pull queries or reports where I could use the date the solicitor was ...0
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Allow users to query or export proposals that have a gift linked to them
The team responsible for entering the gifts is different from the solicitors, and sometimes gifts are not linked to proposals during this process. It would be very helpful to be able to pull a list of proposals to find out which gifts have been li...0