Raiser's Edge Discovery Topics

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  1. 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.

    • Change "Mark Letters as Acknowledged?" to after the merge/export is completed and can be proofed.

      I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.

      394 votes
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        16 comments  ·  Mailings  ·  Admin →
      • Access letters for edits without having a gift that meets the criteria before opening the mail merge wizard

        It would be great to be albe to edit letters that are set up in Mail without having a gift that meets the criteria before opening the letter in mail merge wizard. This would be helpful when making yearly updates to acknowledgement letters.

        143 votes
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          4 comments  ·  Mailings  ·  Admin →
        • Add the ability to email letters, receipts and pledge reminders.

          We have several donors who prefer receiving emails over snail mail.

          136 votes
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            7 comments  ·  Mailings  ·  Admin →
          • 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.

            42 votes
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              7 comments  ·  Mailings  ·  Admin →
            • receipts

              Allow Consolidated Receipts to show a detail of the gifts included in the consolidated amount. We put on over 100 events a year and many of our attendees have requested a consolidated receipt with detail listing includeing event name and participant name for their expense reports. BB solution 702574 does not work for us because there may be more that 61 fields included in the export. MS Word does not allow more than that

              39 votes
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                3 comments  ·  Mailings  ·  Admin →
              • total gifts in acknowledgment letters

                For various reasons, we often have a constituent give more than one gift in a day - especially online (if they give multiple tribute gifts, or gifts to different funds) - and we want a sum total on their acknowledgment letter. Currently, we have to total them manually, which takes a lot of extra time and leaves room for error.

                36 votes
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                  3 comments  ·  Mailings  ·  Admin →
                • Include Last Gift amount as a merge field for letters

                  A user would like to be able to include last gift amount in mailings from The Raiser's Edge. Currently, we have to export the information and then do a mail merge in Microsoft word. It would save a lot of time if this field was an option in mailings.

                  35 votes
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                    3 comments  ·  Mailings  ·  Admin →
                  • zip

                    Make 5-digit ZIP an available field for Queries (most important), Export, etc.

                    32 votes
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                      2 comments  ·  Mailings  ·  Admin →
                    • Make it possible to upload a Word template containing company letterhead to a RE merge document in hosting

                      An organization uses a company letterhead on all mailings. The user would like to be able to add a Word template that contains the company letterhead so that each mailing they create in hosted RE will have the letterhead included.

                      31 votes
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                        0 comments  ·  Mailings  ·  Admin →
                      • add more labels

                        Add support for more labels sizes and formats.

                        28 votes
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                          1 comment  ·  Mailings  ·  Admin →
                        • Allow the ability to select more than one phone number in Address Phone field on Phonathon Forms

                          The current Phonathon Form only allows one phone number for the Address Phone field. The ability to choose multiple would be helpful since most donors now now cell phones and home phones, etc.

                          24 votes
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                            7 comments  ·  Mailings  ·  Admin →
                          • I would like to see the Mail and Export sections linked so that we do not need to update/edit letters in both locations.

                            I use Export and Config/Letters to make/edit letters that can be accessed from individual records, but when I want to pull a group of letters or envelopes based on a query, I must use Mail. I would like the letters in these different places to pull from the same (only one) export based on the name of the letter so that it will only need to be created or edited in one place.

                            18 votes
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                              2 comments  ·  Mailings  ·  Admin →
                            • Export to contacts and organizatoins

                              Have the ability to choose Contacts AND Organizations when using Address Processing in Export, or the Mail Module.

                              17 votes
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                                0 comments  ·  Mailings  ·  Admin →
                              • "receipt and acknowledge" in one step

                                Mark gifts Receipted and Acknowledged in one step

                                I would like to be able to mark gifts as acknowledged when I create the receipt, especially when I am creating a consolidated receipt from Mail / Receipts where the letter is merged from the receipt and no acknowledgement is required to produce the letter.

                                Currenly I then run an export from Donor Acknowledgement Letters just to update them to Acknowledge but this two step process wastes time.

                                15 votes
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                                  2 comments  ·  Mailings  ·  Admin →
                                • Have a check box for people who ONLY want electronic communications and NOT USPS.

                                  Many organizations are trying to save $$ on print and postage and some donors are now going only electronic. Have an option, part of NetCommunity too, to allow folks to opt-out of USPS and only receive electronic.

                                  15 votes
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                                    1 comment  ·  Mailings  ·  Admin →
                                  • Fix/improve data entry and sorting on Mail Segment Tab

                                    Since the order of Input Queries on the Mail Segment Tab is vital to the resulting output, we need a better/easier way of setting the order (up/down arrows). Currently you have to select a row and use the insert/delete button on the keyboard (and can't right click, which is inconsistent with the rest of the RE interface) and reenter data to change the order. It is also ALL TOO EASY to accidentally click on one of the column headers which then sorts the query list by that column without any ability to "undo" that action, which means then having to…

                                    15 votes
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                                      2 comments  ·  Mailings  ·  Admin →
                                    • 14 votes
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                                        1 comment  ·  Mailings  ·  Admin →
                                      • Receipt date format incorrect in Canadian Raiser's Edge

                                        This idea references knowledgebase BB614924.

                                        The receipt date format in mail is incorrect in the Canadian version of Raiser's Edge. If my date format is set to MM/DD/YYYY the gift date will print in this format in Mail but the receipt date will print as DD/MM/YYYY.

                                        This is a software bug that has been known about since 7.85 and is still unfixed in 7.93.

                                        13 votes
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                                          0 comments  ·  Mailings  ·  Admin →
                                        • template for export for letters

                                          When I create new thank you letters for each event, I have to pull the fields each time even though they are identical or nearly identical to other letters. It would be nice if I could have a template of frequently used fields (not favorites!) so that when I build my export it won't take so long...and I am less likely to forget a field.

                                          12 votes
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                                            2 comments  ·  Mailings  ·  Admin →
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                                          Raiser's Edge Discovery Topics

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