-
keyboard shortcuts - remove some of the mouse-dependency
I realize this could be a huge undertaking, but since my education is in video production/editing (far cry from development, I know), and we learned in class that editors who are more dependent on the mouse take a significantly longer time to comp...8
-
When opening a constituent record, it is displayed in the centre of my screen
When opening a constituent record, it is displayed in the centre of the screen. You can move it using the navigation bar, but the next record goes back to the centre again. Can it be set to hold the position you move it to i.e change default position6
-
Adding a gift total in a gift query
When I do my deposit from checks each week, I create a gift query to show all of the checks and cash deposited this week. In order to get a total of the gift $ deposited, I have to export it into Excel first. It would be nice to have a gift total ...0
-
Add "Current Fundraiser" field in database view for query/export
It would be incredibly helpful to be able to have a field to show the current fundraiser(s) without having to manually delete old fundraisers who have an end date.0
-
Allow Export filtering by Ratings Category
Currently, within Export, filtering (selecting criteria) for Ratings information through the RE:Search module is only possible by the Ratings' Source. It would be helpful to be able to filter the output by the Ratings' Category. This will help by ...2
-
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
-
Add a multi year Proposal to constituent records
It would be great when we have the possibility to add multi-year proposals, so that expected gift amount will be split in (for example) 5, when a 5 year pledge is expected.0
-
Report/track users exporting data
From an security audit perspective, it would be good to pull a report of what users are exporting from Export, Mail Task and Query. This way you can see if users who don't normally export are exporting data, when they did it and what tool they use...0
-
provide the ability in export to calculate "consecutive year giving" on a fiscal year basis, rather than a calendar year basis.
The "Consecutive Years" Report in Raiser's Edge "Analytical Reports" allows you to calculate consecutive years on a fiscal year basis that is not a calendar year basis. It also allows you to specify which funds and gift types you want to count tow...2
-
Query on Unlinked addresses
I am currently unable to query to audit any records which should have linked addresses and do not (spouses for example). The workaround is to export all of your constituents addresses with the linked field and sort them. If you have weekly or mont...2