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Eliminate the prompt to Open URL: Citrix Receiver to open Raisers Edge and Education Edge
This seems to be an unnecessary extra click0
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Link Package on the Appeal Tab as a default on the Gift Record
It would be handy to be able to pull packages that are linked to the appeals entered on a constituent record when entering a gift. It seems that the Appeals tab is populated by what's entered on the gift record, but it would be helpful to have thi...0
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Update record in ON when Connect RE update is incorrect
When reviewing all the updates that are to be processed in Connect RE you will come across updates that are misspelled or incorrect. Allow the processor to click on the constituents name and be taken to that constituents ON product contact card fo...0
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Allow gifts to have net and gross amounts
Gifts made via third parties (e.g. JustGiving) often have fees associated with them. Conversely, those same agents also sometimes claim gift aid (a UK tax relief) on our behalf. Both these factors combine to mean that the amount the donor pays is ...2
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Link Spouse Business Record to Org Records
If a spouse is not a constituent record we can still enter their business in the spouse tab. We can even link the business to a current Org record and even add the spouse as a contact. We can do all that but we can't see the spouse on the org reco...0
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Text Message Receipts for MobilePay
Please add the option for donors to receive a gift receipt via text messages. We wanted to use the MobilePay device for our silent auction check out, but it is just too time consuming for the donors to type in their email addresses. A phone number...0
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Vendors In Event
Once a participant is checked as a "vendor", they should be able to be included in any and all events instead of having to search and set up in every individual event. And they should carry forward as a "vendor" for any future event (in the look u...2
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New Zealand Cities and Suburbs
For some reason the Cities & Suburb fields for New Zealand are a drop down fields which have to be pre-populated. I am not sure why there is this exception for NZ when all other countries don't have this. In any case it is a good idea, BUT p...0
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Mobile App Actions
We really like the mobile app and have a few suggestions for the action area. #1 Allow creating actions for others #2 Add the action status field Currently the list section shows all lists added to the mobile directory in query. it is possible t...2
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Merge Individual and Organization Records in RE
Currently you can only merge individual records together or organizational records together. This gives way to frustration when you a faced with the prospect of merging an individual record with an organizational record (i.e. gifts in deceased ind...3