Raiser's Edge Discovery Topics

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  1. 884 votes
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      36 comments  ·  Email  ·  Admin →
    • gmail

      Add Gmail for mail integration along with Outlook. Our company uses Gmail and we would like to use the alerts function via e-mail! Please and thank you!

      169 votes
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        5 comments  ·  Email  ·  Admin →
      • email gmail

        Allow Raiser's Edge to link to gmail through google accounts. Our organization, along with many others has left Outlook for Google Accounts gmail. Having Action reminders come up on the dashboard is not enough of a reminder, making a large portion of Raiser's Edge useless to our organizations needs.

        73 votes
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          3 comments  ·  Email  ·  Admin →
        • Allow emails generated outside of RE to easily be added to a constituent record.

          When responding to an email received from a constituent, I have to copy and paste that email into an action. If I want my reply recorded in RE, I have to generate the message from RE. If I do that, it limits my ability to see any other data on the record that might be useful in the reply (such as giving history, spouse name, relationships, address, etc.). I'd like to be able to reply to the donor's original message in Outlook AND send it to RE as an action at the same time, rather than start the message in…

          66 votes
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            2 comments  ·  Email  ·  Admin →
          • Email Annual Giving Statements (for tax purposes)

            Every week, we send hundreds of e-Receipts to our donors. Every year, we mail Annual Giving Statements (for tax purposes). We would like to send our Annual Giving Statements by email. This is not possible. Please make this possible.

            58 votes
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              7 comments  ·  Email  ·  Admin →
            • email

              Raiser's Edge really needs to embrace the 21st century and enable gift acknowledgements to be sent out by email in a seamless and efficient way. The easiest way would be to have an email icon next to the 'Word' icon on the gift entry screen.

              50 votes
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                3 comments  ·  Email  ·  Admin →
              • Office 365

                Is there any plan in the works to get full integration between RE and Office 365? I believe more and more non profits are moving to this solution - especially since Microsoft just announced a FREE version for charities - and the lack of integration between the two makes getting my staff to do data entry a challenge. The automation that used to exist made it super easy to get folk to comply. Is this in the future??

                49 votes
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                  3 comments  ·  Email  ·  Admin →
                • outlook integration

                  Notify feature in Actions needs to be more userfriendly. Allow action notes to show in the body of the Outlook appointment. Allow the user to disable "set reminders for" feature. We don't always need an advance reminder. Allow backwards integration so that a user can change the appointment time in Outlook and have it reflected in RE. Allow permanent configuration wiht Outlook so we don't have to enter Exchange information everytime we want to schedule an appointment on an Outlook calendar.

                  47 votes
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                    1 comment  ·  Email  ·  Admin →
                  • office365 integration for Outlook.

                    We're hosted. We moved to Office365 and would like to be able to integrate to Outlook.

                    40 votes
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                      3 comments  ·  Email  ·  Admin →
                    • Email Reminders through gmail

                      It would be fabulous if we could receive action reminders through our gmail accounts.

                      37 votes
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                        0 comments  ·  Email  ·  Admin →
                      • Have a separate tab for email subscriptions, or a separate section

                        We manage all email subscriptions in RE with attributes and solicit codes, which is far from ideal. Because nonprofits use email so much there should be a whole other section for managing subscriptions and emails that links seamlessly with BBNC.

                        33 votes
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                          0 comments  ·  Email  ·  Admin →
                        • In the hosted environment, allow the Queue module to send emails

                          If I host RE myself, this feature is available, but it's not available in the hosted environment.

                          It's an incredibly powerful feature, as it allows me to create daily/weekly/monthly recurring reports that are automatically emailed to my audience so that they get information at their fingertips.

                          I love being hosted, but would hate to have to stop being hosted just to get this capability.

                          31 votes
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                            1 comment  ·  Email  ·  Admin →
                          • Creating the ability to send e-Acknowledgements to thank donors

                            Canada's postal rates are increasing more than 20% so the need to be able to send e-Acknowledgement letters is becoming more crucial. Is this something that is being worked on?

                            26 votes
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                              2 comments  ·  Email  ·  Admin →
                            • Give us the ability to edit file names that are attached to emails sent through RE before sending them.

                              We email reports from RE to both users and non-users and many of them are afraid to open an attachment with a gibberish name such as "User95_611945168_ReRep1200L.pdf" because they think it may be harmful. I wouldn't open it if someone sent it to me.

                              20 votes
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                                0 comments  ·  Email  ·  Admin →
                              • Allow us to add text to the body of an email sent in Queue.

                                Queue only allows us to edit a subject line. This means that recipients get an email with a subject line and an attachment, but no body. In our organization we have to send a pre-email email to let people know it is okay to open the attachment in the forthcoming email.

                                17 votes
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                                  1 comment  ·  Email  ·  Admin →
                                • Email notifications and transaction receipts from BBMS

                                  I know this isn't necessarily the best place, but it's a suggestions nonetheless.

                                  In our old system (Authorize.net), if we processed a credit card in-house, the donor and relevant people in our org would still get a notification email.

                                  With BBMS, they don't. Running them through BBNC isn't always an option.

                                  BBMS also doesn't allow an easy way to print receipts from these transactions (we give these to our BO for audit purposes). If I open the transaction details and try to print, it cuts off most of the window.

                                  16 votes
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                                    0 comments  ·  Email  ·  Admin →
                                  • group email removal from RE bounced NC emails

                                    The ability to remove in RE, groups of emails that have hard bounced in NC. Currently, you can do them one at a time but that is daunting.

                                    12 votes
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                                      0 comments  ·  Email  ·  Admin →
                                    • Email - status / subject / document name

                                      Linking with outlook is great and should save time... but.... we still have to go into the constituent record after each email to update the action... status / subject line / document name etc. It would be helpful if you added a few extra options in the business rules.

                                      eg. using the subject line of an email to update the action notepad description and or document name and add an auto status of completed.

                                      12 votes
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                                        2 comments  ·  Email  ·  Admin →
                                      • nonconstituent email

                                        Similar to the "Eblast query for Netcommunity" idea, it would be nice if the nonconstituent email addresses could be captured for eblasts.

                                        12 votes
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                                          0 comments  ·  Email  ·  Admin →
                                        • Auto save email from outlook as action in RE if contact is already "linked" for cons sync

                                          Automatically add an action to RE when one sends an email in Outlook (ask if user wants to save it as an action first) for contacts that have already been "linked". Outlook contacts that have been "linked" to RE for synchronization purposes already have the Raiser's Edge Constituent Import ID recorded in their record. It's a shame that one has to go search for the record each time an action is to be saved to RE if the job has already been done.

                                          12 votes
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                                            0 comments  ·  Email  ·  Admin →
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                                          Raiser's Edge Discovery Topics

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