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Add Import ID's to Volunteer Type lines. This will allow you to update via import.
Add import ID's Volunteer Type lines (VolTypeImpID). This will allow you to change/update them easily through import. Right now if somehow you ended up with a blank volunteer type with a status, it is all manual cleanup. OR develop a plugin to del...0
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Stop Auto Assigning Solicitors in Luminate
RE: Article 100133 Why are constituents syncing from LO to RE as solicitors? When integrated with Raiser's Edge, soft credits in Luminate Online are the same thing as solicitors in The Raiser's Edge. If you have a constituent registered as a TeamR...0
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Fund Relationship Global Update
We need a way to mass update fund relationships using import ID so that we can then do a global change to delete them. We have about 60,000 fund relationships in our database. We discovered that as a result of receiving bad data from another off...0
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Recent gifts in RE Mobile needs choice for parameters
Gifts on the mobile app is not helpful/useful as it is...There needs to be an option to add parameters on it; using a query under Lists is much more helpful.4 Reviewed: Voting Open
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to put query field for total years of giving that is existed in Constiuent profile. Add it to the Donor Category Report as well.
I generate giving list for our Annual Report and we include the years of giving beside their names. It takes me 2 weeks to do this project. If there was a query field in the query module or if it was in the Donor Category report, it would make my ...0
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Business rule to update marital status of surviving spouse when their gender is not male or female
When the surviving spouse's gender is anything other than male or female, the business rules to update their marital status don't work and their status remains as "Married" rather than updating to "Widowed." It would be good to either add an addit...0
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Allow Bookmarking of Knowledgebase Articles
Introduce functionality on KB for users to bookmark or follow articles so they can automatically be informed of updates to that issue.0
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Entering Different Types of Benefits into the Batch
Problem: To enter a benefit during the batching process, users currently have to open a separate "Benefits" window (found under the "Gifts" tab). This process takes a lot of time, especially when entering a large batch with many benefits. Propose...1
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Organize or delete letters in Config
It would be great if an administrator could organize the letters with folders or ideally delete the letters but the letter remain on the constituents record.1
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Action Reminders
Raisers Edge able to work with gmail as well as outlook for action reminders1