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Ability to Prevent Editing of Specific Fields in Gifts
We would like for there to be a way to limit users’ access when editing fields of gifts/donations. For example, we want to put in place controls that prevent users from changing data, specifically the date and dollar amount of gifts. A functionali...1
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archive mail
The option to create new folders in the Mail function, for archiving purposes or to organize the letters by type, would be helpful. This capability would be helpful in all areas of RE, similar to the Query function where folders can be created in ...1
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Event Module
It would be nice if we could customize some of the fields in Event Module. i.e. Bidder Number, Prize Winners, Prize Descriptions,0
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Ability to edit error codes displayed by BBMS for failed transactions
It doesn't go down well when donors are accused of being frauds in big capital letters when their card fails on BBMS. Could we please get functionality to edit the error codes displayed upon failed transactions or in the least reword the 'FRAUD' e...0
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Set up the defaults in RE: Events so that when a Participant's Status is changed to 'Able to Attend,' the status of that Participant's Guest
Set up the defaults in RE: Events so that when a Participant's Status is changed to 'Able to Attend,' the status of that Participant's Guests will also change to 'Able to Attend'.1
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Reissue/Reprint Receipts: Include "message to print on receipt" on Custom Letter
Raiser's Edge includes a field for recording the reason a receipt is being replaced, as well as a message to print on the reprint/reissue receipt. Unfortunately, the message can only be printed on using the form receipt template in Raiser's Edge. ...0
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Allow user to name a new custom "gift type" in Config>General Ledger>GL Distributions
My team would like to add a new custom "gift type" to the Config>General Ledger>GL Distributions. We are currently using "Other Gift" to denote a specific account...0
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Copy Addressee and Salutation text
It would be lovely if we could Copy text from the addressee and salutation fields even if it is not marked "editable". Often our donors prefer to be addressed with a couple of titles and multiple suffixes - which is time consuming and a recipe for...1
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Add Package Column to Comparative Report Output
It is useful to be able to see the gift detail for comparison purposes.0
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Intuitive Table Seating
When doing table seating a notification when seating someone who has a guest to ensure they get sat together. A notification when their spouse, child, mentee, scholarship student or other relationship is also registered to suggest they be sat toge...0