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11
Vote
Allow Head of Household Processing In Mail
Allow Head of Household Processing in Mail When there are two records for spouses, we would like to soft credit them to make it easier for our VP and Ex. Directors to see the family's total giving picture. But we would only like to send one recei...
Created 15 Mar 18:56 by Guest
2
10
Vote
open records in relationship query
Add functionality to double-click to open records in Relationship Query - just as you can on a constituent query.
Created 14 May 22:19 by Guest
1
5
Vote
Add soft credit recipient address fields to query output
We send letters to our soft-credited donors who use donor advised funds (Fidelity, etc.) The soft-credited donor's address must be typed rather than merged. It would be great if those fields were available for merging.
Created 15 Mar 17:15 by Guest
2
7
Vote
Eliminate the character limit on Table names
Sometimes businesses have longer names than what is allowed.
Created 11 Nov 20:33 by Judith Youngblood
Events
0
10
Vote
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...
Created 09 May 00:05 by Guest
2
10
Vote
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 holder
Created 08 May 19:58 by Guest
2
3
Vote
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...
Created 13 Jul 14:23 by Rachel Kulsdom
General
0
5
Vote
Create a function to copy already built lines of criteria code in the query to speed up building similar groups with multiple filter variations. .
For example, lets say basic idea of the query would be the (Gift Amount equals AAnd date range equals A) (Gift Amount equals AAnd date range equals B) Instead of re-selecting each section or merging several queries, we could just copy (Gift Am...
Created 12 Mar 17:52 by Guest
Query
0
8
Vote
Integration with Zapier from Raiser's Edge, Etapestry or other Blackbaud databases
Integration with Zapier.com from Raiser's Edge, Etapestry or other Blackbaud databases so users can extend their donor data into and from other apps on the Internet. Would allow integration between RE and hundreds of apps - https://zapier.com/zapb...
Created 08 Sep 17:24 by Guest
1
10
Vote
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...
Created 03 May 19:47 by Guest
3
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