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Add dates and comment sections to Solicit Codes
We often have to add a "do not solicit" code to a donor's record. Then - we have to follow up with a mail house and let them know of any recent "Do not solicits". There is currently no way to do that.4 Will not implement
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enter multiple stock/property details on a single gift record
When a donor makes a single gift that includes multiple stocks/properties, we need to reconcile it as a single gift. I would like to be able to add a single gift and enter the details of the multiple stocks that the donor gave all on that one gift...5
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Color coded constituents codes in database view
I'd like to assign colors to various constituent codes so when I import large volume of gifts to RE in a batch, I can easily tell which donors are major donors and correct the gift subtype (from general giving to major giving), instead of clicking...0
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I want to be able to easily and quickly delete a Query folder and all the queries within it.
We have one Query folder with 12K queries in it and they are not required any more so I want an easy way to delete them all in one go. Also when the Query functionality moves to web view will we be able to specify which folders we want to move acr...0
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allow a preview of pdf for a consitutent under the Media tab
allow a preview of pdf for a consitutent under the Media tab0
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delete multiple exports
Need to be able to delete multiple exports, just like we can delete multiple queries.0
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RE Connect - accept/reject data on a case by case basis (not in bulk)
In RE Connect, when data is pulled in from WH's Core, you can review all the information being pulled in individually, but you can only accept the proposed changes in bulk. Users should have the ability to reject changes to a record on an individu...1
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Make it so shift F2 loads defaults in the newer Citrix Receiver environment.
As those that are hosted by Blackbaud are moved to the newer Citrix Receiver environment the full power of loading defaults has been lost. Yes you can still load a particular field or attribute with F2 and you can load defaults from a default set ...0
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Make Import-o-matic a default function of the Raiser's Edge
This was originally posted 9 years ago and still nothing has changed! The plugin Import-o-matic contains basic functionality that RE ought to have for every user. Instead of having to figure out all the mapping and do multiple imports to make a co...0
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Create a radio button/check box next to each phone type for preferred contact types. ie. each family has a preferred phone/email to use 1st
Many families have multiple contacts for each family for father and mother, but sometimes the family wants a certain email or number called before any other...by adding a check box next to the phone types in that BIO1 tab, you can click to check a...4