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Add spouse records to the search criteria when linking constituents to gifts in Online Express
Everyone would benefit. When a spouse with a different last name makes a gift for the couple, Online Express cannot find the account to link it to. Example: If Betty Jones, wife of Bob Smith, makes the gift for them, using her name, Online Express...2
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Add Gift Installment Balance Due For Specific Dates on Queries
As of now there is no way to pull what the actual installment balance is for any outstanding pledges. If someone pays in advance the output will still show their full amount. It will be really helpful for this output or criteria to be when creatin...0
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open records in relationship query
Add functionality to double-click to open records in Relationship Query - just as you can on a constituent query.1
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new query list
On the new query list, it would be GREAT to add ALL available query type. Right now, there's only a few available: Constituent, Giving score, Individual, Organization. How about adding Gifts/Actions, etc...2
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Head of household not available in query or export
The Head of Household field is not available in query or export from within constituent information or spouse information. You have to go to relationships to reach the Head of Household field. This can cause a multitude of headaches since it appli...0
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Export "Last Installment/Payment Date Due" Field
You are able to pull this field in a query, but not in the export. This is honestly the simplest thing - if a field exists in RE, you should be able to export it!0
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expiration date
Have auto processing for recurring credit card gifts and auto notifications when credit cards are going to expire to development office and card holder2
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Accounts Payable-Process payments, before clicking on process payments-change due dates in each line of invoice
Old database , double click on each invoice, line by line FROM THE BANK- Print checks - section to change the due date , and AFTER process the payments: For example we process payments today, want to change the due date with today's date: NXT vers...0
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duplicate constituents
In 7.92, the algorithm for identifying duplicates is quite loose and retrieves far too many records that have little in common. The suggestion is to allow the duplicate report to run from a query so that each RE licensee can identify non-duplicate...3
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Make it easier to see total RAISED reports in Raisers Edge
When my organization was using eTapestry, it was incredibly easy to see our totals by raised, not received amounts. Raisers Edge makes this really difficult, and we're still not able to pull an accurate dashboard report that matches our actual tot...0