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Have issues with duplicate record tool - would like to set our own criteria for duplicate record search please restore this ability
The United Hospital Fund has been a Raiser’s Edge client for 24 years. During this time I have been administrator of the software. Prior versions allowed us to set our own criteria for the duplicate search- this is no longer available. When I call...2
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during batch entry
We currently have the option of color coding via legend in batch entry for soft credits and other types of gifts. I would like to see adding tributes to gifts as another option of color coding. We receive many tribute gifts especially during the h...0
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Allow for unlimited email sign up forms with Online Express
Being able to have initiative specific sign up would be a great feature added to the sign up form. For example, sign up to volunteer, sign up to receive general email from non profit, sign up here to help with this home build, etc. Currently havin...0
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Copy and Paste Import ID
When preparing an import file and using Import ID to most accurately import accounts, VLookup is a great option to retrieve many accurate Import IDs quickly. However, in order to confirm that it is completely accurate, a VLookup based on duplicate...0
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Introduce security on Default Sets
Currently default sets can be freely deleted, added, modified by every user. it would help to keep database tidy if we could limit the deletion or modification of default sets.0
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Add constituent when applying soft credit in batch
Currently, when searching for a constituent to add as a soft credit reciepient, you can not add a new constituent when the record is not found.1
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Ability to add/edit/delete info source field in webview
Currently, the ability to add an information source for address changes is limited to the database view. They are only viewable in webview. It would great to have the option to add/edit/delete this field in webview as this is a field I add during ...0
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spouse event
We need to be able to note exactly who/which person is the record is registered for an event. Sometimes it could be the spouse who is secondary on the record. After you select the event for registration in the events tab, the window opens with the...2
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Change color of constituent record headers on the gray background - white is very hard to see
It's so hard to see the tabs on the constituent record tabs and pop outs. The white on the gray background is very hard to see. The print should either be black or dark blue to show on the gray background. Please consider changing or giving custom...0
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Ability to move multiple Queries from one category to another, rather than one at a time (similar to the ability to delete multiple queries at one time).
No description provided0