Raiser's Edge Discovery Topics

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  1. Allow to move gift to another record.

    It would be handy to be able to move gift to another record. Sometimes it's been recorded in error. I know how to merge records only selecting "gifts" option; but this only works if there is 1 gift in constituent record. Now I need to move just one of other existing gifts.

    2,209 votes
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    • Add an 'End Date' field for attributes.

      Currently users who need a function with a start and end date use Constituency Code, meaning we now have hundreds of constituency codes, and are unable to annote these data. By having two dates on attributes, we would be able to manage time dependent data (e.g. the period over which someone belonged to a particular club/activity) PLUS (unlike constituency codes) we'd be able to use the existing Comment field to describe/abnnotate the attribute
      e.g:
      Category: Clubs & Societies
      Description: Rowing Club
      (Start) Date: 01/08/48
      End Date: 31/07/51
      Comments: Fixtures Sec 49/50, Club President 50/51

      1,605 votes
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      • Give all windows that open when working RE the ability to be maximized

        Very frustrating when working and unable to see all of data in field on screen due to small size of window.
        Window at least needs to be large enough to see all of data. Would like option to set a default size

        1,484 votes
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        • Be able to run a canned report based on the total number of years given (not consecutive)

          Recently I was asked to generate data for my director of all the donors who had given 10+ years (not consecutive) to our organization, total amount each donor had given during all these years, last gift date, average gift amount and the total amount given for each fiscal year. (We run on a fiscal year-not a calendar year) Our database currently has 19 years worth of data in it. I was unable to use any of the canned reports to generate this information. What I ended up having to do was create a query with a gift date greater than…

          1,362 votes
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          • Make all fields accessible in Mail functions

            In tab "2: Fields to Include" in Mail there have been arbitrary decisions made on what fields would be available to use in a Merge. If the field I want to use is not listed I must use Export to create the merge, preventing me from taking advantage of things like marking gifts as receipted.

            All mail functions should have a full field list available as we do in Export.

            1,298 votes
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              89 comments  ·  Mailings  ·  Admin →

              In the 7.93 release coming on 9/30/13 we have added Last Name, First Gift Date, First Gift Amount, and Last Gift Date fields to Donor Acknowledgement Letters and Quick Letters. Please sign up for more discovery to talk about what additional fields you’d like, and why.

            • 1,276 votes
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              • Make Import-o-matic a default function of the Raiser's Edge

                The plugin Import-o-matic contains basic functionality that RE ought to have for every user. Instead of having to figure out all the mapping and do multiple imports to make a complete record. You should be able to map whole records at one time and in one place. If you can exporrt all the fields at once, why can't you import them all at once?

                1,172 votes
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                  reviewed  ·  Jenn MercerJenn Mercer responded

                  Import-o-matic is a partner product for customers who do import extensively, this partnership is available to make frequent importing more efficient.

                • Add Properties info (date added/changed, userid added/last changed for entries like Solicit codes and Constituent Attributes

                  We cannot tell who has added a solicit code, Constituent code nor Constituent Attribute as there is no properties info.

                  1,168 votes
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                  • Allow a single relationship to hold multiple Contact Types

                    Currently an individual relationship when marked as a contact can only be assigned a single Contact Type. So when someone is both the Executive Officer, Annual Report Contact, Tax Receipt Contact (ect...) the only way to manage this is to build multiple relationships in RE.

                    Contact type should be assigned and configured similar to constituent codes allowing you to have multiple contact types with date from and date to.

                    1,049 votes
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                    • Add "Head of Household" filter in queries

                      Have the option to click on a button to have just "Head of Household" records show up in queries. (entered here will determine the records that are output)

                      961 votes
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                      • Adding this fiscal year/this calendar year, etc. to all date criteria query/report options.

                        Somehow this fiscal year/ last fiscal year, this calendar year/last calendar year are not always options in RE in query/reports. Can we make this consistent?

                        947 votes
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                        • Event Module Participant

                          When opening each participant to review their guests and make sure that they are seated accoring to what they paid for..after opening up one registrant and closing, the system brings you back to the top of the list. You have to continue to scroll down to get to the next person you are reviewing. Wish the curser would just stay where you have left off so that no one is missed during the review process.

                          912 votes
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                            26 comments  ·  Events  ·  Admin →
                          • 884 votes
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                              35 comments  ·  Email  ·  Admin →
                            • Same summary fields in export as you have in query.

                              Same summary fields in export as you have in query. For example, total receipt amount in available in query but not in export.

                              820 votes
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                              • Centralize Letters

                                Create a single, centralized repository for uploading merge letters to Raiser's Edge. It is outrageous to have to upload an updated merge letter 4+ times to be able to be able to access it from different areas of RE. A single repository that allows users to select where and how it is implemented would greatly increase efficiency.

                                798 votes
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                                • Re-design Query to have copy & paste facilities for the Criteria fields,allowing queries with OR criteria to be easily designed.

                                  At the moment if one has to design a query that may involve multiple AND or OR statements, one has to click and drag and enter every single criteria. It would be easier to copy the criteria, paste it just below and amend the criteria necessary. It would make Query more flexible and more SQL-like.

                                  697 votes
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                                  • Add a comment field for constituency codes

                                    Add a comment field for constituency codes to allow for more defined infomation

                                    679 votes
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                                    • Move Multiple Queries to Folders

                                      I wish we could move multiple queries simultaneously to a folder at the same time when organizing them, rather than one by painful one. I can not possibly be the first to suggest this, but couldn't find it in search.

                                      607 votes
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                                        6 comments  ·  General  ·  Admin →
                                      • Add Contact on Gift Records

                                        Currently there is no way to identify which contact at larger organizations was the point of contact for a specific gift and therefore we cannot send acknowledgement or follow up correspondence to a specific individual.

                                        I would like to see a contact field option available on a gift record similar to that found on action or proposal records.

                                        578 votes
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                                        • Make Proposals a record like gifts that can be exported and queried on individually.

                                          Sometimes you need to export just specific proposals or run reports on specific proposals. Currently, when you export proposals, you have to export all proposals related to a constituent.

                                          545 votes
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