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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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Add ability to split gift to soft credit donors
We are currently running into an issue where we have group gifts that were converted to Raiser's Edge. For instance, an Organization is getting legal credit and 3 individuals are getting soft credit. We count soft credit donors in our reporting , ...0
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Queue exports that contain a VBA field
Is is not possible to queue exports that run VBA code. The Queue module should be able to schedule any type of export.1
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Make required Fund attributes auto populate on the attributes tab.
In Financial Edge, if I make a Project attribute required, it automatically shows up on the Attributes tab when I create a new Project. Raiser's Edge fund attributes don't do this and it really slows down entry. We use 5 required attributes on all...0
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Restrict security so volunteer solicitors can only see the people they are assigned to.
We want our development committee (peer solicitors) To use NXT to track their outreaches. However, it’s totally out of the question for them to be able to view records of people they are not assigned to. We need a simple way to make sure they only...0
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Guest Check-In without an iPad
Should absolutely be able to use something other than an Apple product to check guests in.. at the bare minimum there should be a web based way to do this either with RE:NXT or the Raiser's Edge app. The Evenbrite system does this seamlessly and i...0
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Research Point - add DOB to constituent match settings
Particuarly for organizations that use the Grateful Patient module, if you include DOB as a match setting, it would significantly reduce the amount of duplicates identified in the batch entries on a daily basis.0
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Add the ability to add non-spouse relationships to salutation and addressee
We get donations from people who put more than one name in the First Name field of the donation form. We have no way of knowing what their relationships are, but it's clear that they would all like to be acknowledged for the donation. I suggest ad...0
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Add scanned document to actual "gift record" instead of constiuent record
We have a need to attach very specific documents to the actual gift record. It appear we can only attach documents to the constituent record right now.0
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FE Batch Number on Gift
Record the FE Batch Number on the gift record when gifts are posted to GL in a RE/FE integrated environment.3