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sponsorship benefits
Sponsors receive a set list of benefits for various levels of sponsorship for exhibits and programs. It would be hugely beneficial to be able to link to and "load [benefits] from" a Sponsorship when entering a gift, so that the tax deductible port...1
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Lengthen table pull down lists
Many tables have a very large number of entries. Only a small number are visible at one time in the pull down from which a selection must be made. This often makes finding the right table entry difficult. It would be nice if the length of the pull...0
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Formatting contact name
I can't stand how RE handles contacts and relationships. One big problem is, when running MANY reports, it's impossible to print PRIMARY ADDRESSEE on Contacts. So the report comes out: "Pat Casey" instead of "Dr. Patrick Casey". It's silly, becaus...1
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allow phone types to be copied to another address record
Due to a very poorly done system conversion several years ago, we have a lot of valid mailing addresses that are on records but not marked primary, and the primary address record has a blank address but valid phone numbers and emails. I understand...1
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Include all ratings categories in the Target Analytics Scores List report
Currently, the report Target Analytics Scores List report includes only CMS rating categories. This does not help when users want to report on other ratings such as ratings from NXT or WP. Please add all rating categories to this report so that us...1
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provide mail option to send pre-payment notification to annual/quarterly EFT donors
Would like to have option in reminders to generate notifications to donors of upcoming charges when they are paying by credit card or direct debit. This would be for annual, semi-annual, quarterly donors. Need field option of payment method availa...1
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International clean-up
It'd be great to be able to have a clean-up function in the International Config table, as it exists in all the other tables in Config. This would make it easier to ensure consistency across address names, without having to produce multiple querie...0
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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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appeals tab
Your appeals tab is totally worthless. (no offense) :) It doesn't feed in the date of a gift, nor does it summarize appeals, so just what it really can be used for is a puzzle to me. It apparently is set up for people who use packages but I have n...2
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Dashboard
Dashboards are not helpful when double counting pledges and pledge payments; there should be away like in reports to base pledges on the balance.0