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Dashboards - Add GL Post Date to all Dashboards as an option. Most all reports are Gift Date.
We are unable to use the Dashboard for nearly all reporting that is already existing as the panels use Gift Date. Our organization uses Gift date for the date the check was written but true reporting for Upper Management requires GL Post Date.0
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Add solicitor field to notepads
Add a field for notepad solicitor so notes that are assigned to a specific solicitor can be queried on. We use notepads to track random notes from our volunteer solicitors regarding strategy, helpful hints, etc. in their assigned prospects' record...0
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Have the Raiser's Edge generate a recurring gift which goes into the donor's record
Our employees give thru payroll deduction. The Business Office handles it thru payroll and the GL. I usually enter the list of gifts by hand into RE as a Do Not Post gift. If would be great if RE just generated a pledge payment on a pre-determined...1
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I would like to be able to query on how one RE field relates to another RE field.
I think it would be great to be able to query based on how one RE field relates to another RE field. For example, I'd like to be able to pull all pledges where the amount written off equals the full amount of the pledge so "Write off = Gift Amount...0
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Allow a linked relationship to have its own address different from the organization
ABC plumbing has an ORG record. Mr. Smith has an IND record, and is linked to the ABC plumbing record because he is an employee of the company. When opening Mr. Smith's relationship record within the ABC Plumbing record, I would like to see Mr. Sm...0
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Server 2016 Compatibility for RE
RE needs to be able to run on Server 2016 for the DB server (SQL 2014) and Server 2016 for a Terminal server installation for offsite staff. We have upgraded our entire infrastructure, other than this last remaining system.0
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The ability to add numerical content to sort in export
This would be useful for exporting analytics data specifically because you cannot add a comment to the analytics description to sort by.1
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Add Name Tags to NetCommunity Registration
Link up the place card/name tag section in events to NetCommunity. We currently have to use an attribute for NetCommunity registered events and it seems a waste as there is a completely dedicated name tag section.0
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Make the Default Color Palette Your Organization's Color Paletter
Allow organizations to set their own default color scheme. Rather than needing to change the color scheme for each report to match our color palette and branding, let us customize the default color scheme so it's right there every time.0
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Color Coding Query Results
Would love to be able to color code type of actions, gift types, Appeals, etc. within a query so that when its downloaded the colors show when downloaded into excel. This would be very helpful to our organization because we download donations week...0