Raiser's Edge Discovery Topics

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  1. 1,276 votes
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    • 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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      • Provide a way to lock down Solicit Code field

        Hippa rules are changing this fall and new fines are being imposed on Health Care providers for soliciting anyone who has chosen to 'Hippa Opt-Out'. The fines will range from $100 to $50,000 for the first offense and will have the ability to reach $1,500,000 by the third offense. Providing a way to lock down Solicit Codes once they've been entered (only the Supervisor ID would be able to update it) would provide the assurance that Hippa Opt-Out settings would/could not be tampered with or changed by accident.

        430 votes
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        • Running total of Gifts at bottom of screen

          When you view gifts on a constituent record, it would be really useful to have a running cumulative total of all donations ever at the bottom of the screen, as often I will be asked 'how much has XYZ raised ever?' and it would be easier to view like this.

          342 votes
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          • Updating Existing Constituent Records through Constituent Batch

            Updating Constituent Records through Constituent Batch: Per this knowledgebase article: https://www.blackbaud.com/kb/index?page=content&id=BB502478 only new constituents can be added through constituent batch, but current constituents cannot be updated through batch.

            It would be great to have a place where you could add something like email addresses to a group of records without having to open each individual record.

            274 votes
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            • add pdf to action

              We often have scanned letters (etc) that we want to add as an action to retain the chronology of events, but end up having to add to the media tab. It would be useful to be able to add PDFs to an action.

              252 votes
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              • 241 votes
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                • Add total giving to the gift tab.

                  Its so important to be able to view a constituents total giving at a glance. If your on the phone with your donor and they want to know how much they have given or how much to give in order to reach the next giving level, it takes to much time to run a report. It makes us look like we don't know whats going on. Please vote to make this a standard view in the gift tab.

                  162 votes
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                  • Fund Relationships

                    Fund Description as available in query on Fund Relationships in a constituent query. Please include additional fields from the Fund. At minimum include Fund is Inactive, Fund Start Date, and Fund End Date. Fund Attributes would also be very nice to have.

                    157 votes
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                    • Add more fields into Reports

                      It would be awesome to have the full field list in reports as we do in Query/Export. Sometimes one or 2 extra fields are needed and it requires exports & editing and obviously extra time. I understand that crystal reports are useful for this but not everyone knows Crystal Reports and when Directors/Presidents need things rather quickly, this would be helpful.

                      Example: Consecutive years report – we should be able to sort by total given, constituent name, average given per year. Not just consecutive years.

                      Please consider!

                      141 votes
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                      • Allow multiple constituents at one address to be mailed jointly when they are not spouses

                        At present, you can only make a constituent 'Head of household' at a shared address when that person is the spouse of the other constituent. This means we can not jointly mail flatmates, friends, partners, families (couple and children) or unmarried couples. Adding a second tick box with the same properties as 'spouse' would enable this.

                        139 votes
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                        • Bio 1 Contact Information: 'Email Addresses' as a default

                          It would be great to be able to choose which tab in constituent record contact information section is shown when the constituent is opened. Some organisations are much more interested to see existing and valid email addresses than phone numbers.

                          This is something that could be added to the user options.

                          125 votes
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                          • Unable to link one action record to multiple constituent records

                            I saw Knowledgebase doesn't provide a solution to link one action across multiple records. It seems to me this would be useful. I run Action Reports for our team and it would be helpful to see the Action only once on the report (connected to two or more record names if need be) instead of seeing the Action twice under different names.

                            123 votes
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                            • ConstituentID to be selectable (e.g. for copy-and-paste) even when "Edit Constituent ID" is set to false.

                              In Raiser's Edge 7.93, Blackbaud helpfully rolled out the functionality to protect the Constituent ID field, without hiding it, by setting the "Edit Constituent ID" permission to false.

                              However, doing this doesn't only prevent edits to the Constituent ID, it also means that it is no longer possible to select the contents of that field, e.g. to copy-and-paste it - which is very useful to avoid mis-keying when colleagues are adding ConstituentIDs to spreadsheets or import files.

                              Would it be possible to change the behaviour of this field when "Edit Constituent ID" is set to false, so that it is…

                              108 votes
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                              • copy information from one constituent's record to another

                                Ability to copy information from one constituent's record to another, as in the case of a divorce. When a married couple gets divorced, we make the non-constituent spouse a constituent. If I merge info from one record to another (as I would in the case of a deceased constituent), the information moves rather than copies. Then I have to go back in and soft credit all the gifts, and manually copy attributes, etc. I would like to be able to copy gifts, attributes, notes, actions from the constituent to the new constituent.

                                107 votes
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                                • Recurring Actions

                                  Have an option to create recurring actions in Raiser's Edge like you can in Outlook. For instance, I have dozens of grant applications that are due on the same day every year. It would be nice to be able to set these as recurring actions (E.G. XXX Foundation due every August 1)so that I don't have to manually go through my actions and create a new action each year.

                                  99 votes
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                                  • Add Date Last Changed for Phone and Emails

                                    Now that phones and emails are separated from address, they should ALSO have a date last changed feature. Now, while glad to have phones off of address, finding when a phone or email has been changed is even worse as it is tied to the constituent and not to phones. So previously you "guess" because it was either an address or phone update.

                                    Now, you have no idea if it was a a title change, a birthdate, an address, a middle name, adding in a gift, etc.

                                    89 votes
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                                    • Default settings for the "Show inactive phones and emails" box.

                                      Add a default setting that allows the "Show inactive phones and emails" box to be checked on all records

                                      83 votes
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                                      • Add functionality to see which Constituent records have been marked as "Not a Duplicate" and to remove this if added in error

                                        The Duplicate Constituent Management Tool, added in version 7.93, allows you to mark two records as "Not a Duplicate", so that they will not show up in future duplicate runs. However, there is no way to see which records have been marked liked this, or to reverse it if added in error.

                                        83 votes
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                                        • Address accelerator counties fixed

                                          Address accelerator is currently giving out of date county information. This needs to be corrected or removed

                                          76 votes
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                                          Raiser's Edge Discovery Topics

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