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Support Outlook Sharepoint integration for Raiser's Edge
To support integration between the two so actions can be created from SharePoint to Raiser's Edge constituent records.1
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We would like to be able to change the default filters in Query from checked to unchecked
It would be nice to have a way to change the defaults in query to unchecked instead of checked for the following fields Include inactive constituents, Include deceased constituents and Include constituents with no valid address. This would elimina...0
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Import of fund records to include access to the distribution lists
Allow import of a gift subtype with debit/credit account number to Funds Distribution lists. The only way to adjust the fund distribution list NL or GL gift types/subtypes is to either add to or modify existing credit or debit account numbers is ...0
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Add Gift Link to Query for Recurring gift pay cash
This would be useful for those who are working with RGPC and the records has multiple Recurring gifts. We want to easily identify which RGPC belongs to which RG through Query or Export.0
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I would like to see Blackbaud remove the USD hard coded into the gift amount field for the confirmation email in Online Express.
The email confirmation for online donation forms includes hard coded merge fields. The merge field for gift amount includes USD for US dollars after the gift amount. So when you thank donors for a gift it will say, "Thank you for your gift of $100...1 Will not implement
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Can you add the ID number field to display in the Raiser's Edge Mobile App under the user Profile? This would be very helpful in the field.
Love the Mobile app and think it would be helpful to have the User ID displayed in the Profile info. Right now there is no way to see the user's ID no without logging into the desktop system.1
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Expecting each of your staff to be 'experts' in all areas.
Have specific "specialists" for different areas. i.e. a 'report' specialist, a 'query' specialist, etc.1
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When creating Notes in Actions, I'd like the Author field to auto-populate so volunteers can enter actions for others
No description provided0
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Make Gift sub-type field accessible in Report and dashboard
Make Gift sub-type filed accessible in Reports and dashboards0
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Summary Information for Volunteers in Query
It would be helpful to have additional volunteer summary information under the volunteer category with a constituent query. The total number of hours within a defined period of time would save a lot of work when trying to parse this information fo...1