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We would like to be able to export the Constituenct Code of the Primary Business information in a Constituent Export in RE
We have the option to display and export the Constituent Code of the Primary Business information in a Constituent Query which proves to be very useful. We started to use RE7's Export function (which is great to list only unique records) and we wo...0
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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
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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
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Better filters in constituent export for event information
I wish there were more filters available for exporting event information in Constituent exports. Ideally, you could select the specific event for which you are exporting data, but if you could at least narrow down by event groups, it would be much...6
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Make the package a search field in query instead of free text
This will make querying on packages better because there is no chance for typing errors like there is in a free text field. And, if you don't know the exact package ID, you can search for the correct ID.1
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Globally Add, Delete and Change option for Consents
Currently Consents tab is not available under the globally Add, Delete, and Change function. It is critical to have this option since we are using for GDPR opt-in, opt-out, and legitimate interest.0
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Add Wire as an option to the Pay Method on a gift record.
The only option right now is to select Other and put a description in the reference field. When running gift reports, it would save time if you could only select the pay method field instead of researching each of the Other gifts reference lines.1
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RE Mobile for Windows
Provide RE Mobile app for Windows Phones.14 Reviewed: Voting Open
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Need the option to run HOUSEHOLD queries/list/reports that automatically consider both HoH & spouse's data TOGETHER
We need the option to run queries/lists/reports with either individual constituent information OR household information. For example, if we're running a household query to see who are first time donors, we need the results to automatically conside...0
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Checkbox for active constituency code
I have a list of constituency codes of which a lot are inactive, but it would be helpful to have the ability to view only the active constituency codes when creating running queries in the form of a checkbox or could this be linked in with the con...0