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To be able to freely place output fields in a required order for Export.
For example, a gift export with constituent details does not allow the constituent details to be placed within the gift output fields. This would allow us to mirror the data header fields required for the data request. I realise we could use Query...0
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Sort Phone Types Alphabetically In Bio 1
The Bio 1 tab has the Phone Type dropdown sorted I the order they were created. It would make sense for them to be sorted, alphabetically.1
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Mark required fields in Import
When you create an Import it should highlight the required fields, rather than having to dig through Import user Guides to find required fields for each different type of Import. Especially if you are creating an Import File - it should highlight ...0
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Export Pledge Import ID
We need the ability to export the import ID of the original pledge or recurring gift for every associated payment.1
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Allow a constituent to remain under Relationships when their constiuent record is deleted
Just now when we delete an individual from Raiser's Edge, their relationship is also removed from any company. We have people that still need to be in as a relationship, just we do not need them to have their own record. The problem is that if som...1
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Globally change all recurring gift templates
We have a monthly giving program and are working hard to grow it. We have recurring gift templates set up for these donors that the monthly installments are applied to. We just came to the end of our fiscal year and I need to create an amendment t...1
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Part of our organization is a school and we would like to be able to have parent/child relationships with the parent being Head of Household
We want to have children or other family members in our database and with a relationship connection but with the parent or designated person as head of household so that we are not mailing to everyone or listing multiple people at the same address...0
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free events
Net community registrations for free events create "unpaid" registrations in RE since there is no gift linked to the registration. And the only way to fix this in RE is to manually delete each registration fee (of $0) on every participant record. ...0
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Consent imports multiple channels
As U'm sure most people are we're collecting consent for multiple channels (phone, email, post etc). This is being done in part from responses to an email. There is no way to just import these in so the constituent gets each channel. Currently you...0
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Globally add an Attachment to Actions
Would like to be able to include an attachment when globally adding an Action like a Stewardship/Impact report. We just did this type of mailing & I did a Global Action onto all 81 recipients of the impact report. But, it would be even better ...0