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query user security
Currently when setting up security you either give everyone full access to the Query and Export sections. You should be able to limit access like you do with Records.2
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I would like to be able to open a record, click on the appeal tab and have it appear in order of the most recent appeal sent.
It would be a huge time saver if we could open a constituent record, click on the appeal tab and have the appeals be listed in date order of the most recently sent. Right now you have to manually reorder the appeals each time you open a record.1
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Create a setting in Business Rules preventing users from creating duplicate Constituency Codes.
We use default sets loading default attributes and CCodes depending on whether it’s an athlete or volunteer but sometimes people go and load default twice or even three times without paying attention on what’s actually there already. This knocks o...2
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Import or global add of Seating Group for Participants in Event record
There should be an option to impor the participant seating group into The Raiser's Edge when particpant import is being done. I discussed with customer services and currently we cannot do this in The Raiser's Edge. This is really frustrating as I ...1
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Print Donor Name and Address for Annual Statement Tax Receipt so that Name/Address shows in Window #10 Envelope
Instead of having to print the name/address on an envelope and have to match up the statement with the corresponding envelope, you could fold and place the statement in a #10 windowed envelope with the name/address showing thru the window. Saves t...0
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Ability to export original gift amount with adjustments
When you are trying to reconcile direct debits, the gift adjustment report does not have a total and takes up too many pages0
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NetCommunity - Company Records
NetCommunity insists that an individual record is created as well as an organisation record whenever a company/organisation make a donation online. This person is usually a contact within the company and doesn't require an individual record, e.g. ...0
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Would like the ability to hide inactive Campaigns, Funds and Appeals in NXT
Only the data entry staff really understand what codes are active or not. However, other staff do run their own reports. It is too confusing for them when they see a huge list of options to know what actually is active.0
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Constrain Zip Code Columns of CSV exports to text format
When a CSV exports for mailmerge and we don't manually adjust the zip code column, we get addresses that format wrong for constituents who live in areas where their zipcode has an initial zero. If it started as a default text format column we woul...0
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Change the wording of the pop-up box for Complete Cover
The current wording has confused so many of our donors... maybe say something simple like, "Consider giving to Blackbaud to offset the credit card fees."0