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It wold be great in Export to be able to exclude invalid proposals and proposals that have been funded.
It wold be great in Export to be able to exclude invalid proposals and proposals that have been funded3
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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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I would like to see "Head of Household" field (Checkbox) on the Bio1 tab of a constituent record
The problem is not that it is difficult for the casual viewer to tell which constituent is the HOH, but it IS difficult to query and export it.0
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Add ability for donors to update recurring gifts (amount or credit card) or terminate their gift
It's confusing initially and then very frustrating for donors to NOT have the ability to modify or terminate their recurring gifts when they choose. It creates a sense of distrust in us if they can't do this themselves. It's also much more work fo...0
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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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'load defaults' + date
When creating a 'Load default set' for a participant record; I would like to be able to set the date fields to 'Today'. For example, it would be nice to set the Response Date to Today so that the default set would not have to be changed everyday, ...7
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Reporting on years given...not consecutively
Everyone would benefit. We would like to provide some stewardship opportunities for have given for more than 20 years. Consecutively or non-consecutively. I have to use a work around to get the non consecutive number. This is so basic and the data...0
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Excluding inactive proposals in constituent exports
It would be great if you had the option to exclude inactive proposals in RE7 constituent exports. For moves management purposes, a constituent may have multiple proposals on their prospect tab, but one may only want to display active ones.1
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Emailing to contacts on Organization records
When sending an email through BBNC, email addresses ONLY pull from the constituent record, NOT relationship records. This makes it impossible to send an email to a contact at an organization who doesn't have an individual record. It is problematic...0
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Mass uploading of new GL Distributions and mass changing existing GL Distributions
It would be incredibly helpful to have a function within Raiser's Edge that would allow us to mass upload new GL Distributions and change current GL Distributions rather than only being able to upload/change them one by one1