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Need the ability to import Action Document & Solicitor
It would be great to import the document name when you add actions to the system. The document name may not be the same for every action included in the file. It makes more sense to add this to the field provided in Raiser's Edge then leaving clie...1
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There should be an Archive button for old records with no activity
We have over 50,000 records in our database and almost 20,000 do not have a constituency code. I'm currently in the process of figuring out why they even exist in our database and many of them we members of a different part of our organization 30+...0
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Hyperlink to a query from an export
I think it will be really helpful to be able to jump to a query right from an export if you have to update a query. Especially if you have many queries developed and exports, it will make DBA's life easy to manage this aspect in the Raiser's Edge ...2
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In Gift Batch - Make the field labels match the wording you see in the record
When processing gifts in Batch make the "Date" field label actually match the field it's populating - "Gift Date" . It's confusing as currently listed as just "Date", when it acutally populates the most important date field for gifts, which is "Gi...0
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include class year in constituent search dropdown results
Often times we have many, sometimes up to 8, constituents with the same name. Unless I know where they live (and many times they're in the same region), I have no idea which one is the one I'm looking for. Including the constituents' class year in...5
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spell check
Allow SPELL CHECK in Notes (constituent notes, action notes, gift notes, event notes, etc.) When you enter a note, you should be able to run a spell check on what you typed.0
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Deposit Ticket Organization Name
Our organization's name is quite long, and when I print the deposit ticket from batch, it gets cut off. Would be nice to be able to make that field longer to accommodate longer names.0
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participant query dashboard
The option to add a participant query panel to a dashboard would be useful. This would allow a quick total of participants with a certain participant attribute to show on the dashboard via a query.2
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Action integration when using Citrix and Windows 7
Action integration with Outlook / Word to work when using Windows 7 and Citrix1 Reviewed: Voting Open
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Package automatically updates on gift record or gift batch
When creating a gift record in batch or individually creating the record, the package should automatically update based on the information recorded on the Appeals tab. This would save a lot of time going back to the constituent record to check the...2