Raiser's Edge Discovery Topics

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  1. 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 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.

    • 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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      • add last installment/payment date due in Export

        Want to be able to export the last installment/payment date due for pledges. It's available as an output option in Query, but can not be exported to create Crystal reports.

        103 votes
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        • XLSX Export is More Limited than the Capabilities of the File Format

          The XLSX export document writer is miscoded. It limits this file type to an artificially low number of rows capable of export. I can export all the data I need in CSV (something I have to use CHR because even CSV is artificially limited) then open in excel and save as XLSX and i have no problems. I know the file format is capable of holding a lot more data than RE thinks it can. The XLSX format is far more useful and retains far more information (i.e. doesn't truncate leading zeros) than any of the other formats and just…

          85 votes
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          • Need to be able to export the next payment due date and amount

            Need to be able to export the next payment due date and amount on a Pledge.

            85 votes
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            • add a output field in export of consecutive years of giving to be used in export and mailings

              There should be an output field in export of consecutive years of giving to be used in export as well as a field to include in mailings.

              84 votes
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              • Allow media imports

                Just now there is no way to import directly into media, there should be an option to at leas allow importing filepaths and media description instead of being forced to import this into notepad.

                76 votes
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                • be able to add a query to the duplicate constituent tool

                  I want to be able to dedup records a group at a time. I have over 16,000 duplicate records. that is overwhelming. A large portion are from a database merge. I am in the process of importing new records that are from a specific county and if I was able to use a query to dedup them after importing it would be very helpful.

                  74 votes
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                  • export proposal by criteria (eg date. inactive etc) see KBBB36721 from 2002

                    In order to project future income I need to be able to identify "live" proposals rather than those that have been made inactive. At present there is no way to do this.

                    66 votes
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                    • Better filters in constituent export for event information

                      I wish there were more filters available for exporting event information in Constituent exports. Ideally, you could select the specific event for which you are exporting data, but if you could at least narrow down by event groups, it would be much more helpful than date ranges and event types. If you have not put event dates in records (which my organization has not, historically) the date ranges don't work at all.

                      65 votes
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                      • Allow gift export to credit soft credits to the soft credit recipient but on the same row also show the hard credit donor

                        I need to be able to see the soft credit recipient listed as the donor, but also be able to see on that same row the name of the hard credit donor, so that we can cross-reference.

                        65 votes
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                        • Fund Relationship Import

                          I need to be able to import fund relationships. We use this to add scholarship recipients. I am suprised it is not an option for import.

                          50 votes
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                          • delete multiple exports

                            Need to be able to delete multiple exports, just like we can delete multiple queries.

                            48 votes
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                            • Being able to export prospect rating information based on the category not just the source

                              We should not be limited to exporting prospect rating information only by the source. We need to be able to select rating information to be exported based on the category as well. This would allow us to get the WealthPoint MG Capacity information exported without have to export unneeded information such as Wealth Point Estimated Wealth.

                              47 votes
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                              • Exporting only one note or action in descending date order should yield most current note or action

                                It would be helpful if, when exporting notes (or actions, or other items with dates), if you choose to export only one note but choose to export in descending date order (regardless of note type), the most recent note or action is the one included in the export.

                                46 votes
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                                • Import DNC Email

                                  If an email blast comes back with a high number of invalid addresses, it would be great to be able to import a DNC edit for only the email on a constituent record instead of having to manually mark each record.

                                  39 votes
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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 attributes and do a global change on the Deceased checkbox afterwards.

                                    38 votes
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                                    • Gift Export -Split Gift Fund/Campaign/Appeal as one line of data

                                      As gift exports work right now, you can export campaign, fund, and appeal, but they do not tie together as they do when viewing a split gift on the gift record.

                                      Sometimes the way these three items work together is important, and it would be nice if, instead of three separate, unrelated records in the export, you could export the amount, campaign, fund, and appeal for each gift split.

                                      35 votes
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                                      • Unable to export event information from the spouse in a constituent export

                                        In a constituent export, you are unable to export event information from the spouse's constituent record. This prohibits you from exporting the event participation information for both the husband and the wife on the same line in a constituent export.

                                        35 votes
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                                        • be able to add a query to the duplicate constituent tool

                                          I want to be able to dedup records a group at a time. I have over 16,000 duplicate records. that is overwhelming. A large portion are from a database merge. I am in the process of importing new records that are from a specific county and if I was able to use a query to dedup them after importing it would be very helpful.

                                          34 votes
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                                          Raiser's Edge Discovery Topics

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