-
Please make letters "copiable," so that I don't need to start totally from scratch when creating a new, similar letter.
Often, I would like to create a new letter (Configuration>Letters...) that is very similar to an existing letter (MS Word Document)--just a sentence or two changed. Unfortunately, in order to do this, it appears that I have to start from scratc...2
-
Link from Gift to Batch
The Ability to be in a Constituent Gift Record click the Batch Icon and it link you directly to that Batch. When I am reviewing work and would be quite the time saver.0
-
Need to be able to DELETE Inactive users from RE NXT, not just mark them as "Inactive."
The RE NXT User list (under Security) is now filled with old names that need to be actually removed, not simply marked as "Inactive." From a management standpoint it looks terrible to see these old names of long-departed employees. Even worse, it...1
-
Add date from and date to fields for attributes...PLEASE!!!!
I'm sure it's been suggested before - but adding Date From and Date To fields on Attributes would be extremely helpful.2
-
Allow online gifts to be adjusted or applied as a pledge payment.
When gifts come online through BBMS into Raiser's Edge, the option to Adjust the gift in any way is greyed out. In addition, there is no way to apply an online gift towards a constituent's pledge. Instead, we must delete the original pledge or "wr...0
-
Update the ancient Microsoft Office programs embedded in Raiser's Edge
Microsoft Office is only as convenient as it is updated. Our institution has used Blackbaud-Raiser's Edge for about 5 years and the "convenient" features of integrated MS Office programs are anything BUT convenient. I have to export data or files ...0
-
Detail Report on all funds at once - First Gift Date, Last Gift Date, etc.
have about 240 funds and I need a report that show first gift date, last gift date and total money received. There is no simple way to report on funds as a whole. I have to do each fund individually!0
-
Clickable Results in Relationship Query
Relationship Queries never seem to quite work as intended, so it would be really nice if the results were clickable and took you directly to the record that it is referring to. This is also the case Job, and some other query types.0
-
Adding Media to a Fund
It would be extremely helpful to attach media to a fund. Currently we have to attach Letters of Agreements to all of the constituent records but if you could attach to the fund they'd all be in one central location rather than jumping from constit...3 Will not implement
-
Connect RE Matching
When matching constituents in Connect RE, it would be helpful if, in addition to Yes, Nope and Revisit Later, there was also a "Do Not Match/Add" option.0