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Make individuals added as relationships searchable
If we add an individual as a relationship they are not searchable. Would be helpful in trying to locate individuals.0
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Please add the ability to run summaries by city in your Demographic and Statistical Report - Tallies report
You currently have the ability to run these tallies by country, state, and zipcode. Although Zipcode is nice, it would be much more helpful to see what cities are associated with those zipcodes.0
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Add 'notepad author' to columns displayed on a constituent's action tab
On the action screen for a constituent, allow for the notepad author to be a column one can select for display (in addition to notes and notepad description). The way it is now, the user has to open each and every action to get to this information...0
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changed needed in gift entry validation report
The gift entry validation report needs the following changes (if not more): a) add ability to show bio data - often bio changes are made during gift entry - we would want to see the resulting add/sal and address changes on this same report. b) f...2
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reversal
Would like to report on deleted gifts (that create a reversal for Financial Edge). We have to report to accounting/finance when gifts are deleted but there isn't a way in RE. (when deleted to re-enter for correct gift date or gift type) Currently ...6
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Move Financial Report Soft Credit Note to its' own page
Under the Annual Summary Financial Report, is there any way to have the entire note about "# Denotes soft credit gift recipients..." moved onto its' own separate page at the very end and not as part of the last constituent's individual report? Thi...0
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savings reports as static reports
It would be great to be able to save reports as static reports. For example, at the end of the year, or at the end of every month, to be able to print a static picture of the donations at that date. Right now, if we go back to last year's annual ...2
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Provide options for adding spouse addressee/salutations in batch and in global add/change
Want to be able to enter addressees/salutations for non-constituent spouse when adding them with constituent spouse in a constituent batch. Would like to be able to add addressees/salutations for spouse relationships and other relationships using...1
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Generate an auto-receipt for credit card charges entered in batch.
When members donate via our website, it links to the RE NXT system and auto-generates a receipt when a credit card is charged. Not an acknowledgement letter, but a receipt letting the donor know that their card was charged. It would be nice if whe...0
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Use the apostrophe (’) for Class Year formatting instead of the incorrect single straight quotation mark (')
The proper formatting for year abbreviations is to use the apostrophe to shorten the century. Ex: 2010 = ’10. Raiser's Edge uses the incorrect single quotation mark to abbreviate class years. I've researched the proper format and every resource I...1