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Ability to export prospect ratings by specific "category", rather than just "source"
With multiple sources and categories within our prospect ratings, it would be very useful to be able to export the particular rating we need, rather than all of them, then go through the extremely tedious process of removing all that we do not wan... -
RE NXT : Enable use of default sets
Enable use of default sets when adding new constituents, gifts actions etc in the web view. Given that the web view is particularly popular with people who struggle a little with some database concepts, encouraging a level of consistency in new re... -
Allow multiple constituents at one address to be mailed jointly when they are not spouses
At present, you can only make a constituent 'Head of household' at a shared address when that person is the spouse of the other constituent. This means we can not jointly mail flatmates, friends, partners, families (couple and children) or unmarri... -
Allow Chimpegration be used with Blackbaud Raiser's Edge in a Hosted Environment
Third-party plugins and tools like Zeidman Development's Chimpegration are terrific for self-hosted Raiser's Edge database. Hosted users should be able to take advantage of these external tools as well.Planned
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Make Mandatory Fields in the Database View transfer to Web View
Currently when you make a constituent record field required in the database view (for example: Action Status), it doesn't transfer that requirement over to the Web view. There's no way to make the field mandatory in the Web view either. It'd be gr...Reviewed: Voting Open
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Copy REGISTRATION from one Event to another
Creating a registration page in an event is time consuming. You need to ensure you capture the right data, format the registration page itself, format the email the registrant receives, not make any mistakes on either, etc., etc. Having to recreat... -
Bio 1 Contact Information: 'Email Addresses' as a default
It would be great to be able to choose which tab in constituent record contact information section is shown when the constituent is opened. Some organisations are much more interested to see existing and valid email addresses than phone numbers. ...Planned
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Recurring Actions
Have an option to create recurring actions in Raiser's Edge like you can in Outlook. For instance, I have dozens of grant applications that are due on the same day every year. It would be nice to be able to set these as recurring actions (E.G. XXX... -
Embed videos right into Online Express.
There is a better chance that viewers will watch a video if it is right in front of them. Having the ability to upload videos and embed them in our emails would be very handy. -
Add number formatting to Numeric Custom Fields
When adding a number custom field, add options for the formatting of that field, i.e., a currency value, decimal place or percentage value. Custom fields are used for so many purposes across records, and as these are custom, they have such unique ...
