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Choosing which category is displayed when you open the Propsect tab
It would be great if we could customise the prospect tab better i.e to have the prospect category be on display automatically when you open the prospect tab0
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When entering guests in a participant record in the Events module, please make it possible to add "Seating Group" and "Group/seating Notes"
When entering guests in a participant record in the Events module, please make it possible to add "Seating Group" and "Group/seating Notes" directly from the guest screen. Currently, you have to add the guest, then close out of the participant scr...1
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Link Non Constituent Participants to Non Constituent Records from Relationships
When you're in relationships, you can link the same non-constituent record to multiple constituent records (Ex: Two parents each have their own record and are both linked to the same child, who does not have a record). You can link these non-const...0
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Gift aid reports - exclude gifts based on gift subtype or other fields
In the gift aid reports you can exclude gifts based on appeal, and gift attributes. It would be really useful to exclude based on gift subtype, for example we use this to show Justgiving, Stewardship etc. gifts. And we are currently ALSO adding an...0
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Allow users to set default to always have box checked for “Use adjustment GL post date for the reversal GL post date”.
If an organization standard is to check that box there isn’t a way to have the box checked by default0
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Constituent ID in mobile app
Show the constituent ID when viewing a a profile in the mobile app. Sounds obvious but it's not there. Any time we have people on the road calling back in to the office we ask them for the ID but they can't look it up, apart from the million other...2
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Make it possible to upload a Word template containing company letterhead to a RE merge document in hosting
An organization uses a company letterhead on all mailings. The user would like to be able to add a Word template that contains the company letterhead so that each mailing they create in hosted RE will have the letterhead included.0
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make dashboard column headers lockable so they stay visible as you scroll through the rows
dashboard headers lockable1
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When adding gifts per Import not Batch would like a way to check for outstanding pledges
We get a csv file from our phonathon software CampusCall. We get them into Raiser's Edge per the Import tool not by Batch. Doing it this way we don't have to manually enter them into Batch but it does not have a way to check to see if there are an...1
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Apply cash gift to a different constituent's recurring gift
It would be useful if we could apply a gift on one constituent's record to a recurring gift on a different constituent's record in the same way that you can with pledges. This is especially useful for when a supporter makes an open ended commitmen...0