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Use Solicitor Assigned date in summary date ranges
When analyzing solicitor performance, I often need to know the total giving for donors in the portfolio ONLY from the date the solicitor was assigned. I would love to be able to pull queries or reports where I could use the date the solicitor was ...0
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Associate an Action with a Gift
It would be nice, when creating an action, if you could associate it with a prior gift. For example, we assign follow-up calls for certain gifts. If I can associate the assigned action with the corresponding gift, it would be easier for solicitors...4
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Access to Prospect Module on Mobile App
It would be helpful to see proposal and campaign names as well as ask amounts.7
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Be able to Globally Delete Alias Type AND Alias Name
We have tens of thousands of irrelevant aliases that needs to be deleted. We are able to delete a specific type but the name remain in the record which is even worse because then you have all the names with no Alias Type. We should be able to easi...5
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Adding/Linking the same action to multiple constituent records (individuals and organisations too)
It would be so great if we could add/link the same action (e.g. meeting, email) to more constituents in Raiser’s Edge 7 and RE NXT. We could create a certain action only once and then we could link it to multiple constituent records at the same ti...1
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Allow recurring gifts to draw down pledges.
We have several folks that would like to make monthly recurring gifts towards their pledge. It would be great if a recurring gift could be set to draw down the pledge amount and simplify the process instead of having a pledge and then creating a s...3
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Make the VBA/API modules freely available
Unless there is a compelling reason like fees from Microsoft for licensing the VBA/API modules should be made free so that a developer ecosystem can grow around RE7 with customizations.4
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Add Deceased? column to the lookup field screen
When looking up a donor to get the donors id, it would be nice to know if they are decease and to see it in the look up screen.0
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Constituent search function
It would be great if when you ran a search that the search stayed open, encase you go into the wrong individual. Currently you have to rerun the search If this popped up in a different window it would be more useful.1
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Add soft credit information as a batch data entry field.
Weekly, I pull exports of gift batches that I have created to send to my team. Within that export, I like to capture soft credit information to paint a full picture of the gifts we have received that week. Currently, I have to manually add a colum...0