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Add Salutation option for Organizations
Add Salutation option in an Organizational record, like it is in an indivdual letter. Not all organizations have a contact, example: Churches that support. Having to create another record and link them is time consuming.0
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Add the ability to test a donation form, without affecting other active forms
Currently, one has to put the Blackbaud Merchant Services into a test mode to test a form. That means that any other active form on one's website is in test mode, so that actual donors attempting to use other forms will get an error.0
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Add a check box to automatically transfer notes, actions, prospect status, ect. from Head of household record to spouse record.
Would help when tracking a fundraisers progress in reaching out to their prospects and not have blank prospect statuses or prospects with no actions when an action is on the Head of household record.0
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Text to Donate
A text to donate integration with Raisers Edge would be hugely convenient for our parents. Red Cross does it and it doesn't make donating any easier.2
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Allow non-constituent relationships to be copied to other records
We would like the ability to copy an existing non-constituent relationship record into another constituent's record. For example, until our students graduate (K-12), they are listed as a non-constituent relationship in the parent and grandparent r...3
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Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...0
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allow benefit amount to exceed gift amount
Since benefits are supposed to be calculated based on the Fair Market Value of the benefit received, and not necessarily the cost to organization to provide those benefits, there are many situations in which the benefit amount might exceed the gif...3
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education relationships
Link the education relationship to a constituent in Raiser's Edge. When opening the education tab from an individual's Bio 1 screen, there is not an option to link the school to an existing record in RE. The Business relationship has this ability....0
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Keep a copy of all email correspondance sent from record in the record. Notes or Actions would work fine.
There are times when an ad-hoc communication is sent to a constituent using their email in RE. This communication is not automatically saved. A user must copy and paste the email content in either the notes or actions tab. This is an essential cha...0
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"Move to Top" option in tables on the config menu
Up and down are great, but a "move to top" button in addition to Up and Down seems like a quick fix that would save me a lot of time. I often move codes to the top so that when I am coding a lot of constituents (and cant do a global change) the ta...0