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Remove "since gifts have been credited..." line from Constituent Profile Report
I am trying to print constituent giving summaries for our board members. When I include soft credits, the system BY DEFAULT includes a line on each profile that reads, "Note: Since gifts have been credited to more than one constituent, report tota...0
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Left align individual/organization title bar
With the recent updates, the individual/organization title bar is now centered. It's driving me crazy because I always have many screens open and it's easy to identify the screens when title bars are left aligned. They are now centered and it's no...0
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The ability to further filter the proposal dashboard for a specific proposal name
Want to be able to have a dashboard for a specific proposal name0
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Lock down receipt date and receipt number once a gift has been posted
The Reciept date & number should be automatically locked after the "GL Posted" status is set to "Posted". This would allow for much better integration between raisers edge and external finance reporting systems.0
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When clicking on an Opportunity item in order to see the list in the side bar have the list match the report filters regarding Inactive/Open.
I have an Opportunity tile that shows the number of certain opportunity items last year. In the tile options I have created a filter to show both True and False of Opportunity is Closed. However when a user clicks on the item to see the report the...0
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Expandable "Available Fields to Export" in Export
When the export window is maximized - 1/8 of the windows is filled with "Available Fields to Export" (from the Output tab) and cannot be resized causing you to constantly scroll horizontally to determine which drop-down you are in. Additionally th...0
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NetCommunity transactions: match to primary phone
When processing NetCommunity transactions in Raiser’s Edge, match the incoming phone to primary phone (versus always matching the incoming phone to “Home”).0
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For MobilePay downloads from Event App to RE:Batch, add data in fields for authorization code so batch commits without overriding cc setting
When I download MobilePay transactions to RE:Batch via the Event App after an event, I would really like to see the authorization codes and cc data fields filled in so that the batch will commit without overriding the default setting to prevent co...0
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deceased in colour
I would like to see a deceased person show up in a colour when you are searching a name in the records tab and a list of constituents come up, including deceased. (I am aware that you can check mark to not see the deceased constituent )0
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substitute the addresee/salutation field for an organization's primary contact using export
When executing a constituent export, it would be nice to be able to select the addressee/salutation of the primary contact for all organizations in the export so that they will appear in the same column as the primary addressee/salutation fields f...0