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Unable to use macros in a mail merge document
It would be useful to be able to use macros in merge documents, e.g. to calculate a cut-off date for replying. Word only allows macros in a file with extension .DOCM but The Raiser's Edge saves merge documents with the extension .DOC. Could this b...0
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RENXT webview - LISTS - pull field with both spouse names
I was trying to pull a quick invitation list for an event and couldn't pull a field that had both spouse names or the traditional Mr. and Mrs. Lastname which means once I exported the list, I would have to manually manipulate list to have complete...0
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Be able to output a field to show the original query a merged query record came from
When merging two queries (especially when using the OR operator) it would be beneficial to have an output field that would show which query of origin that record came from.0
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Security For Choosing Merchant ID for EFT Files
Within our RE database, we actually split our database between 3 different companies. We use the Campaign ID on gifts and Constituent Code to control that. We have 3 merchant id's with BBMS. When our data entry people send an EFT file for credit c...0
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Add Proposal Notes to the canned Profile creation tool in reports
Although you can include the Proposal itself in a canned profile, even with Detailed Listing, you do not get the Notes on the Proposal in a Constituent Profile, Individual Profile or Organization Profile (confirmed through BB support). This would ...0
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The ability to see the gift batch number on the gift record.
It would be nice to be able to open a gift and see the batch number. As it is designed now, you can only view the batch number by selecting it as a column on the "Gifts" tab. This means I have to go back and forth to see the batch number if needed.2
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Update action status after merging mail followup letters.
I create actions as pending with action tracks so they can be picked up for letters and emails. I want to update the status to completed, and mark the completed box when the Follow-up letters are run from mail. Currently I change an action attribu...0
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Need other date fields added to Proposal Reports
Currently on the Monthly Proposal Report, you can only select Date Asked or Date Expected on 3 of the Proposal reports. On the Analysis report there is an addt'l option of Date Funded. But there are 4 dates that we use when creating proposals (Dat...0
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Allow to use Constituent Code from Gift without Filtering By Constituent Code in Reports
In Reports, there is no way to use the constituent code from gift without filtering constituent codes in a Gift Detail and Summary Report. For example, If I run this report monthly I'd like to see gifts with an unknown constituency, and this isn't...0
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Add Import ID for every single field
This will add the ability change/update data in any part of the database and will be a major help in data management and clean up process. For example, Alias does not have an import ID, which means any change would have to be applied on all Aliase...0