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Add a Fiscal Year Column to the gift page.
Add a Fiscal Year Column to the gift page. This will help to glance at the gifts page and see which gifts were made in various fiscal years.0
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'Go To' a constituent record from the Gift Details on a tribute record.
When I am looking at gift details for a tribute record, I'd like to be able to quickly toggle over to the donor's constituent record (to get address info, etc.) When I right-click on the person's gift, the Go-To option is not there, and when I cli...0
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In the migration stage, have the Media "Description" field (Media Tab) transfer with the document to where it is stored in NXT as an Attachment.
In the migration stage from a hosted Raiser's Edge database to the cloud (NXT), the "Description" field (title) of documents saved in the Media tab in the Raiser's Edge database should transfer along with the document to Attachments in NXT instead...0
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Automate adding action track once a certain criteria is met
Once a donor has the constituent code donor added to their record they would automatically be placed on an action track rather than querying to find out who should now be put on a specific action track.1
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Add Action Status
The Solicitors must update each action when they return to their office. It would be much more efficient if they could mark the STATUS in the Mobile App.1
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Net Com - Sponsor Purchases
When you have a sponsor in Net Community and a person or ORG chooses this sponsorship it does not apply to the "Sponsor" registrant in the event module. It also doesn't even apply the sponsorshipt (if more than one registrant) the the corrent pers...2
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Delete queries and exports plug in
It would aid in the clean up of query and export folders0
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Restrict View Access To Certain Constituent Data
We want all of our development team to be able to see all constituents in the database. However, we would like to be able to choose which constituent information they may see: for example, notes and sometimes giving history. It would be nice to ha...1
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Raiser's edge not compatible with newer version of Adobe.
The Raiser's Edge needs to be compatible with newer versions of Adobe. I often run custom reports and need to export them to Adobe so that I can email them to volunteers. When exporting to Adobe XI there are random changes in characters. For examp...1
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Base Proposal Days open on Date Added instead of Date Asked
I recently ran the Proposal Analysis Report and noticed that several of the proposals showed zero as the number of Days Open.When I contacted BB chat, the answer that was given is that the Days Open is based on the Date Asked. Can Days Open be bas...0