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Add option to configure FIRST / LATEST / GREATEST gifts wherever they appear in webview, as is possible in database reports
Our gift records include payments that are not charitable contributions (raffle tickets, event activity, etc.). They are identifiable by the campaign category of the campaign they are associated with. We would like to exclude these gifts from givi... -
Online Express Reporting
Would like to see if there is a way to show reporting through Online Express to see how many emails each individual in our system has sent. We can see how many total emails have been sent, but would like to be able to show how many emails each per... -
the ability to limit one constituent code per record
To avoid the need for periodic and unending cleanup, it would be great if you could limit the number of Constituent Codes per constituent record to 1. -
To add a Fund Report showing % of Alumni that give to a certain fund. % of Parents that give to a certain fund . and % of online giving to a certain fund. I pie chart showing this broken down.
No description provided -
Allow batch name to appear as export name for the batch commit control report
When exporting batch commit control report, it would be so nice if batch number or name would pull as export file name. Constantly having to rename every batch filte when it's exported. -
Importing new constituents and gifts as a single import process.
Importing new constituents and gifts as a single import process. Organizations run annual campaigns/drives that bring in hundreds of new donors and their first time gifts. This is a primary use-case. Raiser's Edge can import new constituents. It c... -
Allow supervisor to uncheck "send mail" on main address screen
To quickly clean up a record while you are right there -
When you add custom fields in NXT, have those fields show as additional column fields in RE7 batches.
Currently when a custom field is added to an NXT field, like in recurring automated donations, that field does not show up as a column when printing the validation reports in batch of RE7. There is no way to edit the batch set up because it's alre... -
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... -
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.
