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Store old Constituent ID when merging records.
When a constituent record is merged you loose the old Constituent ID. Most organizations I know who use any type of barcoding technology (gift processing, volunteer attendance) typically link these barcodes to the Constituent ID. So if a mailing...8 Reviewed: Voting Open
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RE NXT Search Bar - keeping old search text - NOT GOOD!
In the last update, they have messed with the search bar and it now keeps your previous search entry in the bar and you start typing and it adds to the text already there. Extremely frustratng! Ensure the search bar is cleared after every search!0
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Add Text as an Action Catergory
Our gift officers are using texting more and more to communicate with their prospects. It would be great if Text was added as an Action Category instead of entering it as a Phone Call as we currently do. We currently capture these using Phone Call.6
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Add the Campaign Field for Event as a Mandatory Field
Until the availability of a Mandatory option in the web based view of Raisers Edge is available, is it possible to add the ‘Campaign’ field as a ‘mandatory required field’ for an Event. We can see the field available in the Gift section of the Con...0
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Event Reminder Emails
Most all event functions will have the built-in ability to send reminder emails. It would be great for RE Events to have this option.0
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Audit trails
We would like Raiser’s Edge to have the means for us to monitor user access to constituent records (eg celebrity records). Similarly a much more granular audit trail of user activity on RE (ie exactly what users are adding/amending/deleting and wh...5 Reviewed: Voting Open
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Allow Dashboards to be shared among USERS, not user groups!
Because Dashboards can only be shared among User Groups and not particular RE users, RE Users with Supervisory Rights can not share Dashboards. This is crazy!! They should be able to be shared with any or all people who use RE. I've actually ta...4 Already exists
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Make "Has no valid address" check box in DBview actually display and apply to info in Webview
The Database view has a useful "has no valid address" checkbox right on the constituent record. There are built-in and heavily used tools in query and export to exclude records who are marked as such. However, records with this checkbox marked do ...1
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Allow Supervisor to be able to disconnect users through Database Connection Viewer plug-in
I'm sure we used to be able to do this, but now it's gone and needs to be done through the Blackbaud Management Console, which is installed on the dbase server and I don't have access to. Could we have the option back where the RE Supervisor can d...4
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JustGiving Integration - Integrate Gift Aid
Gift Aid still has to be entered manually even for integrated transactions. As we have to recode almost every transaction to allocate to different campaigns, funds and appeals, it would be helpful if these were aligned with the original gifts.0