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Add the option to mark a record Deceased when importing DeceasedRecordFinder
When importing DeceasedRecordFinder info in the Data Health Center, an attribute is added to the record. I would like the option to "check" if I want to also mark these records as Deceased with the import. As it is now, I have to query the attrib...8
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Give additional options for checking duplicates in an import
Currently, a duplicate record is not caught when importing new constituents if a record already exists with the same name, but the address differs. This leads to numerous new records being imported that are duplicates of already existing records. ...0
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Make all fields available to be marked as "Required"
Some fields are available to be entered in Raiser's Edge but can't be made a "Required" field, even if their integral for reporting. For instance, the "Campaign" field in a proposal is cannot be made a required field. To ensure this field is pop...1
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Add Ability To Sort Custom Reports Into Folders
We have a lot of custom reports, many for different divisions of the business. Would be great to be able to sort them into files like a query or an export so people don't need to search out what they're looking for.0
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Attaching pdf to a gift note
Recently we had a gift that came in that had documents that needed to be signed and returned. Becuase we want anyone looking at that gift to have all the details we tried inserting a pdf of the contract on the record. I would not let us. I would l...0
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Adjust Gift Type
I would like the ability to adjust the gift type. For example, if someone mistakenly enters cash instead of planned gift for a bequest, it would be great to be able to change the type rather than deleting the gift. Thanks.2
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Securing PDF e-receipts from Raiser's Edge
Currently e-receipts sent from the Raiser's Edge Mail function are not secured. It would be great and more compliant with CRA to see this feature updated to include secure PDF's. At this time anyone with Adobe Software that has the edit feature ca...0
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Automatically Add Attributes and Constituent Codes to Constituents in Query
Allow the database to automate attributes and constituent based on queries so we don't have to manually assign them or do imports every day/week0
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Ability to have multiple Gift Codes, Gift Subtypes, and specify which portion of split coding receives which Gift Attribute
Certain donations are meant to be distributed to different portions/offices of our organization, being able to split every aspect of a gift without creating multiple gift entries would be beneficial to reflect the correct information. Anyone using...1
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Fields to include tab have hard credit name field
For donor acknowledgement letters in the Mail function, please add a field for the hard credit name in Fields to Include tab. I would like to be able to merge in the hard credit donor name when sending a letter to the soft credit donor.1