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7
Vote
Add favourite fields to export
Ability to select favourite fields for export (in a similar way to query)
Created 13 Nov 18:25 by Guest
3
Vote
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 , ...
Created 02 Aug 19:26 by Ilene Parlin
Gifts
8
Vote
Dashboard to display goals by month (not standard annual)
Dashboard to display goals by month (not standard annual) so you can run a monthly report and see the results against a monthly goal.
Created 04 Mar 18:32 by Guest
6
Vote
Adding address fields (Mailing address) on email sign up in online express
If a person goes to our website and signs up, they should have a choice to receive snail mail and/or emails. Both should have an opt out option.
Created 14 Jul 17:28 by Guest
Online Express
7
Vote
Confidential Records
We can stop people accessing confidential records by using the 'security by constituent', however, the search facility will allow everyone using the Raiser's Edge to see the full address of the person that you are trying to store confidentially. I...
Created 06 Nov 12:31 by Guest
3
Vote
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...
Created 29 Jul 16:32 by Guest
Uncategorized
8
Vote
Sort Assigned Appeals by Date in Export
When Exporting multiple Assigned Appeals (using Export) it should be possible to sort them in date order. For some reason, the sort order of Assigned Appeals is saved as part of a Constituent record, so they sort in a different order for every Con...
Created 08 Feb 19:51 by Guest
3
Vote
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...
Created 23 Jul 15:09 by Guest
Constituent record
6
Vote
Add ability to permanently add PMS colors to email marketing in online express
Each time you create a new email you have to input the pms colors for branding. Having the ability to add them once allows you easy access to them with each new email.
Created 23 Jun 13:03 by Cindy Messerle
Online Express
8
Vote
mobile app
The YTD total on the dashboard of the Mobile App should be Fiscal or Calendar and allow for Filters (Gift Types to determine commitment from revenue, campaigns, funds, appeals).
Created 02 Feb 04:08 by Guest
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