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Would like to have the option to only show my default sets
When entering new Constituent, I would like to have the option to only show my default sets. Presently I have to filter through all defaults to find the defaults that I created.1
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Allow import and export of parameter file settings (queries, exports, mailings, reports...)
Today, If we want to share the settings (specification) of a report or query etc, we can save the settings as a parameter file. And if we need to share the setting externally we can preview a control report and save as PDF and email them. But to ...0
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Membership-Relationship
I really like how I can attach an organization and a consitiuent in relationships and you can see all of the relationships for within that org... I was hoping there was something similar to that in membership. Can I define a relationship to match ...1
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Optional business rule that will automatically add active solicitors or the current user as action solicitor
It would be efficient to have the business rule option (or user option) available to automatically add active solicitors or the current user as the action solicitor. It would reduce data entry time for solicitors and increase solicitor reporting a...0
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Add date to philanthropic interests
It would be helpful to be able to add a date to a philanthropic interest so that we know how current the information is.0
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Planned Gift Modules
Allow cash gifts to be applied to multiple realized annuities within the Planned gift module, without having to manually split the cash between annuities.0
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Add a feature that allows for globally deleting more than one assigned solicitor at a time
Add a feature that allows for globally deleting more than one assigned solicitor at a time. I think this basic idea doesn't really need justification.1
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Using "date added" rather than gift date or post date in Gift Detail and Summary Report
We're often asked to add wire transfers by our business office, using the date of the transfer. Sometimes this happens weeks after the transfer took place. While this doesn't affect our totals when we run a report -- our gift officers want a repor...0
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emails should merge to notes page not actions
It's great that Raiser's Edge and Outlook sync, but it's difficult to review a donors notes when they are spread between actions and notes. It would be great if when you sync correspondence from a donor to their record that it goes to the notes pa...1
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Capture HMRC's gift aid submission receipt reference
UK Only After submitting a gift aid claim to HMRC, reconciliation can currently be difficult because there is no common identifier between the claim and the payment. Raiser’s Edge has the concept of a claim number, but HMRC provide only "submissi...0