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Rename the results default name
I have noticed frequently that when I review the results of a validation for an import, when I try to save it, the default file name has a "/" in the name and I cannot save the file with the default filename because of the special character. Could...0
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It would be great to have an Action Batch or a Batch the allows you to update existing records.
We use a running excel spreadsheet to capture actions out side of RE. Because there is no batch the up date existing records we have to enter each one of these actions individually. Which is very time consuming and tedious. A batch that allows you...0
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quick data entry in excel type spreadsheet
It would be great to view the data as an excel spreadsheet. Identify the columns, then add whatever information we want. Data entry would be so much faster. You could pick all constituent records, only ones with certain attributes, etc. Then, I co...0
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month/day
Allow for month/day format on fuzzy dates for attributes0
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Make the EventID field editable
Currently, when you register a constituent for an event, a registrant record is created with a unique read-only EventID field. If it transpires, at a later date that they've been registered for the wrong event, you would have to recreate the entir...0
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Filter record changes through the plug-in
We would like to be able to filter what changes on an LO record made by constituents come through the plug-in. We have a high volume of records on our constituent plug-in that don't need to be updated on the RE record and slows down the function o...0
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Additonal relationships/links shown on the Bio 1 tab to sibling/generational alumni.
Add children, grandchildren, etc.. to the BIO 1 tab, just like what is done with the spouse. It would be helpful to see all the sibling/generational alumni constituents (family) in one place and have access to their individual screens.0
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Pledge Soft credit reminder
I would be very helpful to fix the soft credited pledge pop up reminder window. Now it only appear when you try to enter a gift under the person originally had the pledge entered under but not when it is the constituent with a soft credited pledge...1
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end of year reporting
I know you're partners with Etapestry. Their functionality it amazing for end of year reporting and receipts. I'm embarrassed to send the report for Raisers Edge. It's so ugly and unprofessional. It should be an easy fix if you check in with the E... -
Enable membership queries to be available with the Top Donors Report so that we can cultivate through our Memberships
It would be very helpful if we could cultivate through our membership list by utilizing the Analytical Reports- "Top Donors Report".0