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Bring over address of existing non-constituent organizational record when linking to another constituent record.
When creating a relationship link to an existing organizational sub-record (non-constituent), bring over the already existing address from the sub-record onto the new linkage. Today, the address/phone information is left blank and doesn't retain t...0
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Add the Gift ID to the Journal reference configuration drop downlist
Our 3rd party financial system requires a unique identifier for each gift0
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Use the camera for scanning event ticket barcodes
This is mainly focused on the Event App but first, there isn't event ticket barcodes in Raiser's Edge. Second, there isn't a ticket printing feature in the Mail module of Raiser's Edge. Third, there isn't event tickets in Raiser's Edge. Fourth, th...0
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Campus field should be table
We often segment our data by using the campus field in the Education Relationship record. However, this is not currently a table which makes it very difficult to query allows too much room for human error (typos, variant spellings/formats etc).3
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Make Financial Edge batch description editable field that can be entered in Raiser's Edge at the time of posting to the GL
If your agency is like ours, there are multiple batches posted daily from Raiser's Edge to Financial Edge, all with the auto-generated Financial Edge batch number and the Financial Edge batch description "Journal Name - M/DD/YYYY." If Raiser's Edg...0
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fuzzy dates should actually work!
When exporting constituent codes via mail - if you are using a fuzzy date - like a year - it ignores that code and picks another! You must be kidding?!? NO I am not. My acknowledgement letters do not work properly because we use years, not full da...1
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action
I would prefer to choose whether the action notes flow through to my follow up action or not. They appear now to just show up whether I want them to or not, so that I have to either delete them or start a brand new action for that constituent alto...3
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enter matching gift as an installment to match a pledge
I would like to enter a matching gift as installments for a each year of a 5 year pledge.2
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Allow better filtering of Assigned Solicitors on Relationships tab
I would like to be able to go to a constituent's record, to the Relationships tab, and filter the Assigned Solicitors by "Solicitor Type." We have had multiple campaigns, therefore we have a lot of old assigned solicitors, and it's cumbersome havi...1
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Reply To field for OLX Email Blast
There should be Reply to field where we can change who the email replies would go to from an email blast. This is an option in netcommunity, but not for Online Express.0