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Provide the ability to pull the tribute "acknowledged on" date field in a query or export
Provide the ability to pull the tribute "acknowledged on" date field in a query or export. Currently there is no way to grab that field.1
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indicate whether media file is linked or embedded
In changing to a hosted environment, we weren't certain that all previous users had been embedding (rather than linking) media files to records; links to linked records are broken when the database is moved to the hosted environment. There is no w...0
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Gift aid declaration security
Give the ability to set security for Constituent Declarations when dealing with Gift Aid in The Raiser's Edge (UK).1
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Global change in recurring batches
We use the Reference field in the Gift batch to indicate the pay period for employee payroll deductions. Each time it is processed, accounting has to go through each record and change the gift reference to the next pay period being processed. Sinc...2
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Fund Relationship Export
More constituent fields need to be available under the fund export. Users are not able to quickly pull all funds and the individuals associated with them without having to do a lot of manual work. We need to be able to access the individual's addr...0
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Bi-Weekly Recurring Gift Frequency - Online Express Form
We would like to add a recurring gift option to our annual employee campaign. Our employees get paid bi-weekly and we do automatic payroll deductions but there is no option for bi-weekly gift frequency on the online express form and there isn't ev...0
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Ability to flag 'Potential Duplicates' in the Duplicate Constituent Management Tool
Sometimes I encounter potential duplicates in the Duplicate Constituent Management tool that I don't feel confident either merging or flagging as not duplicates. I would like to be able to flag these records so I know they've been reviewed and are...0
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Have consistency in search for entries in drop down lists and tables - enter full value
For some drop downs like constituent attributes typing "C" takes you to first listing beginning with "C", entering "CA" takes you to entry beginning with "A" instead of "CAmpaign". To get to second attribute beginning with "C" you enter "C" two ti...0
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Be able to export the most recent Gift Aid information using the export module in Raiser's Edge
So that when you send a mailing you can target people who have not given a gift aid declaration to give one. Also helps to make sure that those you do have a declaration can update their details. At the moment you have to export all Declarations t...1
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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