-
Maybe clean up the Raiser's Edge Discovery Topics
The site gets less and less useful every time a person posts a suggestion that is a training or update issue or a duplicate.6
-
Automated process that once a donor hits a giving milestone, an action is created to contact them
We would like a process that automates milestones. We would like to have a board member call all donors once they hit $5k as a lifetime total. For instance, Mr. Jones' lifetime giving is $4,750. He then donates $500. He would automatically be adde...0
-
Ability to export specific proposals based on status, date asked, date funded, etc.
Ability to export specific proposals based on status, date asked, date funded, etc. Some constituents have multiple proposals for same campaign and I would like to be able to export specific proposals based on status.4
-
prospect
Create a new query type "Proposal" to pull information based on Proposals.3
-
Add the Campaign Field for Event as a Mandatory Field
Until the availability of a Mandatory option in the web based view of Raisers Edge is available, is it possible to add the ‘Campaign’ field as a ‘mandatory required field’ for an Event. We can see the field available in the Gift section of the Con...0
-
Give query list fields the ability to be used for sorting when used in Export or other RE functions
When you use a query list as selected records in Export is is impossible to sort the export. Example: I used query list to create group that I needed to print pledge cards for using BB simple merge export. Tried to sort export so cards would be in...4
-
End of Year Summary of Gifts
Please allow a report that would give the total given to each designation/fund - not a complete date by date giving history! Just how much was given to each designation for the year. You actually already have it at the bottom of the report you are...1
-
Add Gift Subtypes to Split Gift function
We should be able to split a gift amongst gift subtypes so that the gift can be interfaced to Financial Edge amongst different general ledger accounts.3
-
Add red check marks to the new Telephone/Email/Link/Fax/Other to show when data is present.
The new 9.74 view on BIO 1 of the tabs for Telephone/Email/Link/Fax/Other requires us to click on each tab to see if there is data present. Before all contact options were viewable in a quick and easy snapshot. Now we have to click each tab to see...2
-
Add Deceased? column to the lookup field screen
When looking up a donor to get the donors id, it would be nice to know if they are decease and to see it in the look up screen.0