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Add/Sal Formula to combine identical spousal/last names
When using salutations/addressees in mailings to married couples, it would be helpful if there were a way to only use one last name if the two constituents share their last name, but still use two last names if they do not (as is becoming more and...2
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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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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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Need the option of chosing the donor before the records are created in NXT.
If a donor uses an alternate email address or a work address when using our NXT form, NXT automatically creates a new record, which makes too much of a workload for us to clean up. Not to mention, it misrepresents the total household giving if the...0 Planned
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There should be a way to add a new pay method or update to include pay method PayPal
Tracking gifts by pay method is very helpful for reconciling bank statements. PayPal is a popular pay method and should be reflected.2
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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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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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Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (a
Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (and Last/Org Name) would be a real time saver!2
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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