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14
Vote
Exclude inactive phones using query
since the inactive phones category has been added it is not possible to run a straightforward query for phone numbers as it includes inactive ones. Can the option to exclude them in query be added.
Created 22 Aug 10:22 by Guest
Query
13
Vote
History of donor change
The properties showed that I made a change, but not what the change was. I went through everything and couldn't find why it would show that. If I knew what changed, it would have really helped me.
Created 12 Apr 13:12 by Guest
Constituent record
12
Vote
Way to track where imports leave off when RE times out
Since the system automatically times out and kicks you out there should be a way to track where the import left off so you don't spend time manually spot checking 60K records to figure out where import left off
Created 04 Dec 16:58 by Camille Brooks
Import/Export
19
Vote
Fully Functional RE Mobile App Actions
I'm asking for all of the same functionality of a raiser's edge action that is available in the full version of the database to be available on the mobile app version. As I scroll through this discovery forum I see the following topics: Mobile Ap...
Created 09 Apr 00:36 by Eric Baerg
3
Vote
Scheduling queries/exports
I would like to schedule a query to run on a 24 hour cadence and (ideally) be able to schedule an export on a 24 hour cadence to either (1) be available for download (2) save to computer (3) or be emailed to individuals
Created 09 Oct 20:31 by Guest
General
6
Vote
Create canned reports to pull the information for the annual DASL report from CASE/NAIS
The 2022 DASL survey has finally changed and it would be helpful if BB could create canned reports for the Fundraising section. The survey asks for the following information for the last FY: TOTAL $ DONATED TOTAL DONOR COUNT DOLLARS RECEIVED (HARD...
Created 12 Oct 19:26 by Leilani Fortuno
Gifts
20
Vote
outlook integration
Notify feature in Actions needs to be more userfriendly. Allow action notes to show in the body of the Outlook appointment. Allow the user to disable "set reminders for" feature. We don't always need an advance reminder. Allow backwards integratio...
Created 12 Jul 19:41 by Guest
4
Vote
Please allow recurring gift donors to set an end date for their gift
We have heard from a number of donors who would like to make a gift in installments that they would like to set up a schedule of payments. Using the recurring gift option does not allow them to set an end date for their donation. This is creating ...
Created 06 Feb 14:14 by Guest
BBMS
21
Vote
max character limit
Increase character limits on a field to supported max value specified in the database table data field size AND/OR allow for manually overriding the max character limit (up to data field size specified in database table field(s)) imposed in RE. Tw...
Created 26 Oct 16:30 by Guest
8
Vote
Include Number of Donors and Number of Gifts in output of Pledge Status Report
No description provided
Created 09 Jun 15:06 by Guest
Dashboards
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