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Apply a payment towards another constituent's Recurring Gift
In order to keep of the donors who give through a 3rd party vendor, it would beneficial to set up a recurring gift on the true donor's record and apply the payment from the 3rd party vendor towards their's recurring gift.
Created 10 Sep 00:55 by HY W
Gifts
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7
Vote
gift reference
Allow entire Gift Reference to be viewed, if the user only has "view" rights. Currently, if the user doesn't have "gift edit" rights, s/he cannot view the entire gift reference, if it extends beyond "Reference" field.
Created 30 Apr 23:56 by Guest
1
2
Vote
Change recurring gift that recurring gift payment is attached to
It would be really useful to be able to correct recurring gift payments that have been attached to the incorrect recurring gift - either directly in that gift or by importing an update.
Created 14 Jul 15:41 by Rachel Cavalier
Gifts
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7
Vote
Provide the ability to add more than one phone numbers on reports
Reports now only allow one phone type to be selected on the Ind. Address or Org. Address tabs. It would be useful to be able to choose at least two so that phone number AND email addresses can be displayed on a report.
Created 29 Apr 18:27 by Guest
4
3
Vote
Add Online Presence to ConnectRE Inetegration
When updating the 'online presence' information in CORE, it will not synchronize into RE through Connect RE. It must then be added manually in RE. This is important information for us to have in our database and would be useful for it to sync thro...
Created 08 Sep 14:52 by Guest
Uncategorized
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7
Vote
Allow the export of a "hard break" in an addressee or salutation
Allow the export of a "hard break" in an addressee or salutation
Created 25 Apr 18:14 by darrel giesbrecht
2
6
Vote
Past Due amount not in reminders
Add the past due amount prior to run date as an available field in reminders when creating own data file
Created 26 Feb 23:37 by Guest
0
6
Vote
Give an option to make the Phone/Email check off box automatic or have RE flag if a duplicate is being entered before saving/closing record
This is huge. Not having the option to automatically show inactive emails/numbers for all RE users nor having RE check duplicates is going to cause many issues - especially with tracking donors preferences!
Created 25 Feb 00:00 by Guest
0
4
Vote
Update Raiser's Edge to function with Crystal Reports Runtime 13.0.22 and higher
Currently RE reports only function with CR runtime 13.0.10. We have other applications that require higher runtime versions and RE reports will not function when these newer versions are installed. It only makes sense to update the software if 3rd...
Created 02 Nov 19:12 by Guest
General
1
6
Vote
In the dynamic constituent query, add fields in "equals" for "Last Fiscal Year," "Last Fiscal YTD", "This Fiscal Year," and This Fiscal YTD"
Does anyone still report calendar year besides the IRS? Everyone can define their fiscal year (calendar or not), but defaulting to calendar year reporting in queries makes a lot of extra work for multiple recurring queries.
Created 21 Feb 00:31 by Guest
1
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