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Verification & Record of email receipts sent
We send many email receipts in a month - but this past week I received an error message in the middle of the process of emailing hundreds of receipts. Because there is no way to verify if an email was actually sent, I do not know the final results...5
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add query output for installment balance as of specific dates
Add query output field for installment balance as of a specific date or date range. Currently, users can specify pledge balance as of specific dates, but not installment balance. For my use, I need to query for installment balances for this fiscal...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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First Name field should search the Nickname field as it does in RE
When processing Event Registrations Transactions, the Find Constituent should work the same as the search window in RE Records. If I check first name for searching, it should automatically search the Nickname field as well as the First Name field.1
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Ability to copy canned report to custom reports to make slight adjustments in them - like headings
I have changed the display as field in configuration for the amount ask, date ask, amount expected and date expected on a proposal. I want those to be the column headings in the outstanding proposal report.1
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Create a user profiles issue that allows a user to store all of their personal settings within Raiser's Edge
The recent updates reset all user setting preferences, such as sorting, what columns you see in a constituent record, and print setting defaults, at least for us. This happened again last night (7/16/20) and I am back to resetting all of my views ...1
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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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Recurring Workflows - Autogenerate ongoing tax receipts
I'm trying to fully automate tax receipts for my nonprofit but failing to because workflows can only be applied once to a constituent. It would be helpful if workflows could be recurring for constituents so whenever a new (latest) gift is made, a ...0
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NXT Report Builder has no insight that displays a fundraiser's *active* portfolio
Currently there is an insight (called "Fundraiser Prospect and Opportunities) which displays the number of prospects assigned to a fundraiser. This is a great insight but isn't useful in its current form in my opinion. The number of prospects ass...0
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Duplicate Constituent Management Tool - Ability to alter the algorithm to improve functionality
The Duplicate Constituent Management Tool (DCMT) returns far too many records that are clearly not duplicates - we have a database of just over 110,000 constituents and are running RE 7.93 - the DCMT will produce over 4,000 potential duplicates (e...4