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Add ability to run query/report on recurring current and future payment projection totals per constituent within a specified period.
It would be nice to be able to run a report like the cash flow report but instead of displaying the amounts projected to funds, display the constituents information. We need this information to be able to place individuals in specific annual givin...0
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Need sort function for Default Sets set up in "Tools" > "Organize/Create Default sets"
For instance when setting up new Addressee/Salutation Default sets the newest one goes to the bottom of the list even if it's Default Set name is out of Alpha order.3
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Envelope in mail
In Mail, include more of the common envelope size offerings (ex A2, A7) that are used for notecards, invitations, etc. to allow printing of envelopes directly from RE without creating an export.8
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Add the ability to load non-constituent email addresses to Online Express
Need a way to load email addresses to Online Express to communicate with potential constituents via email. Used this a lot in Net Community and did not realize we were losing this functionality when converting to Online Express.0
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Make Raiser's Edge version 7.96 compatible with Office 2016.
Please make Raiser's Edge version 7.96 compatible with Office 2016. It's vital that this version of Raiser's Edge is compatible with this version of Word so that the acknowledgement letters will merge.1
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Dynamically Assign Addressees and Salutations
Most people have a set of standards for these fields that follow a set logic that could be written in a formula. For example, if preferred name not blank, preferred name, else first name; with the addition of if spouse exists and spouse preferred ...0
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package
Auto-populate packages on batch When entering gifts on batch it is extremely cumbersome to have to choose the package each and everytime. I suggest that if someone has received a specific package (so is in a specific segment) that in batch this f...4
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Copy / Share ACTION from Constituent
Just like the feature "copy/share an address from a constituent" found in the address tab, it would be great to be able to copy/share an action from a constituent. OR there was another idea posted about being able to add a soft credit to an action...1
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allow editing of participant name in RE mobile events app
We have many registrants entered into an event as "guest of abc company" and won't know the ticket holder's name until he/she shows up at the event for check-in. We need to be able to select the 'guest of' participant and edit the name field to ca...0
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copying single gifts from one constituent to another
I know you can merge all gifts, but the ability to copy single gifts from one record to another would be great for those times when you realise that the gift is on the wrong record4