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See that a constituent is deceased from the search window
It would be nice to see if the constituent is deceased from the search window instead of opening up the record. Even a deceased checkbox in the search window would be ideal.
Created 06 Apr 17:19 by Guest
General
1
3
Vote
Ability in configuration to only "Allow 1 per record" in Tables
In attributes we are able to use "allow 1 per record" but we don't have the same functionality in tables. It would make our database cleaner if we could prevent duplicate entries.
Created 06 Apr 17:02 by Guest
Constituent record
2
2
Vote
Filter for *blank* field in Web View
In Web View - I know we can filter by drawing map boundary for geographic filter, but is there a way (still in Web View) to incorporate a filter for a BLANK field? In other words, we need to create an email list for everyone in a specific geograph...
Created 09 Jul 17:04 by Guest
Email
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3
Vote
Limit Creation of Query Categories
There is no way currently to limit who may add categories (folders) to Query in Raiser's Edge. This means that users across our organization can and do add categories to Query at will, creating disorganized and junk folders. Admin should be able t...
Created 04 Apr 18:07 by Guest
Query
0
3
Vote
To be able export participants from query of different events with latest event participation
No description provided
Created 01 Apr 21:13 by Guest
Events
0
4
Vote
globally changing Adjustment GL post date
Add the ability to globally change unposted GL Post Dates for adjustments. When RE gifts don't post to FE, we need to group them together for posting purposes.
Created 21 Dec 02:14 by Guest
0
4
Vote
Pledge payment dates earlier than original pledge date
In RE Batch, it's now possible to enter a pledge payment date that is before/earlier than the original pledge date. This needs to be blocked somehow through Business Rules or elsewhere.
Created 19 Dec 00:55 by Guest
3
4
Vote
Tech Support Module Experts
Have module experts for the specialty modules such as tributes, events, etc, on the tech support staff. I would happily join a cue to speak to someone who has particular expertise in a module.
Created 18 Dec 20:23 by Guest
0
3
Vote
Grouping telephone numbers and emails on records
Grouping similar telephone numbers and email addresses on records is now impossible; they have to be added at the bottom of the list and are unable to be grouped together in similar formats (e.g. mobile numbers together/business numbers together) ...
Created 22 Mar 12:12 by Guest
Constituent record
1
4
Vote
spouse record
When entering in a new spouse, have the last name autofill, in most cases they are the same.
Created 13 Dec 14:59 by Guest
1
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