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Add the ability to reprocess a Failed Automated Recurring Gift transaction when Donor provides new card info
With the new Automated Recurring Git process, BBMS will attempt to reprocess a soft decline for a specified number of attempts. However, when a transaction is Hard Declined, the donor will need to provide updated card information in order to conti...1
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Show email dates in webview
A gift officer tried to use emails that of course bounced back. In database view I can see that they are from 2011 and 2012. In webview you only see the email and not the date which is important information.0
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Add functionality to import MobilePay transactions into The Raiser's Edge
MobilePay is a great new feature for taking payments from a mobile device. It does not currently integrate directly with The Raiser's Edge so users must use a manual export from BBMS, then import to RE process. There is no way to easily identify e...13 Reviewed: Voting Open
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Fundraisers need rights to delete only their actions
Our fundraisers need the permissions to delete an action they created without the rights to delete other fundraiser's actions. Sometimes they accidentally create an action on the wrong record and should be able to delete it themselves instead of c...3
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Allow for Documents uploaded to NXT to be viewed in the database view
My job is to manage our database, enter gifts and run reports.It is our practice to upload documents such as pledge commitments or grant agreements to the media tab on a constituent's record. However, if I upload it in NXT where it will take the e...2
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XLSX Export is More Limited than the Capabilities of the File Format
The XLSX export document writer is miscoded. It limits this file type to an artificially low number of rows capable of export. I can export all the data I need in CSV (something I have to use CHR because even CSV is artificially limited) then open...2
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RE Event App add new participant - only as participant for event, not as a constituent
The new RE Event App is an amazingly helpful tool. However, when an unexpected guest arrives at the event and you click to add the new participant, this automatically creates a new *Constituent* record in Raiser's Edge... not something I want all ...0
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Automated Birthday messages to our constituents
It would be very helpful to be able to send automated Happy Birthday messages to our constituents. There is field for birth date, but not an easy way to make use of it. If we could create a template that automatically went out each morning to thos...1
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Create a way for users to preserve column selections and column widths when upgrading
Users spend a great deal of time selecting columns and setting the column widths for their particular needs and preferences. After an upgrade all this work is lost when everything goes back to the defaults. There should be a way for a user to expo...4
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be able to add a query to the duplicate constituent tool
I want to be able to dedup records a group at a time. I have over 16,000 duplicate records. that is overwhelming. A large portion are from a database merge. I am in the process of importing new records that are from a specific county and if I was ...3