Raiser's Edge Discovery Topics

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  1. event participants

    Add an option to search for event participant records when searching for a constituent. This would be similar to checking the "check contact name" option. It would be useful when searching for someone who may have a participant record for an event, but might not necessarily be a constituent yet. This would also be helpful when adding gifts in a gift batch for events so a duplicate participant record is not created.

    51 votes
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      3 comments  ·  General  ·  Admin →
    • Security for "Reconciliation" icon

      Add an option in security to hide the "Reconciliation" icon from the toolbar.

      69 votes
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        1 comment  ·  General  ·  Admin →
      • Pledge Status Report - query on written off pledges

        I need to include in the pledge status report not only outstanding pledges and their activity in the timeframe specified - but also pledges with a balance of $0 if there was a payment or write off in the timeframe specified.

        I currently can use query to give me outstanding pledges and pledges with payments in a period but I can't get pledges written off into the query.

        Yes, there is an awful workaround using an output query from the written-off report, merged with the query I have then put into the pledge status report but that is not dynamic…

        18 votes
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        • Keep Constituent Search Box Open After Opening a Record

          Opening a constituent record from the search window causes the search window to automatically close. If you want to view additional records from those results, you now have to re-open the search window and re-enter the search criteria all over again. We need the option to keep the search window open until it is manually closed. This would allow us to quickly review multiple records with a single search.

          17 votes
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            2 comments  ·  General  ·  Admin →
          • Have a 'requests no mail' checkbox

            Like the requests no email checkbox, but for those who are happy to get email but don't want anything in the post.

            11 votes
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              1 comment  ·  Admin →
            • Show Soft Credit in Latest, Greatest and First Gift tile in NXT

              PLEASE add option to include soft credits for the NXT tile showing first, latest and greatest gift. We always hard credit family foundations, donor advised funds, donor owned companies, etc. for individual giving. This tile will be completely useless for us and also present inaccurate information to fundraisers.

              29 votes
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                1 comment  ·  Gifts  ·  Admin →
              • Add solicit code to the available fields in donor acknowledgement fields

                Related to Make all fields accessible in Mail functions which is partially complete and has 1290 votes. We want to exclude a return gift envelope from acknowledgments with a "Do Not Solicit" Solicit code when sending gift acknowledgment letters. It is not a field choice and we don't want to create an attribute for an existing solicit code. Solicit codes are visible on bio 1 whereas attributes are not.

                9 votes
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                  1 comment  ·  Mailings  ·  Admin →
                • missing a basic modern search function

                  I organization called "The Jon Doe Foundation" will not show up when I search for "jon doe" in either the quick find or the Last/Org field.

                  Can you please modernize your search algorithm just a little to be able to compensate for a user not entering "the" when searching for an organization?

                  6 votes
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                  • nxt search results - limited to 8

                    NXT limits search results to 8 - when searching for an individual in the NXT search box, only 8 results are ever displayed, even thought there are more in the data base. For example, a search for "A Smith" only produces 8 results, there are many more in the database. So if a user only knows the first letter of an individual first name, the resulting display may not show the one he is looking for.

                    4 votes
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                      1 comment  ·  Admin →
                    • Limit Proposal Edit Rights to the Proposal Creator

                      We would like the ability to limit edit rights for proposals to only the creator of the proposal and those with supervisor rights. Current options only allow all or nothing for a security group.

                      7 votes
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                      • Gift Aid exempt tick box on new appeals, packages, funds, campaigns etc.

                        When adding a new appeal, package, fund, campaign, event, gift subtypes etc., it would be good to have a tickbox that identifies whether or not it is exempt from Gift Aid rules, rather than manually going into Gift Aid rules and updating exemptions there.

                        9 votes
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                          0 comments  ·  General  ·  Admin →
                        • NXT for non hosted customers

                          Thought I would put this up officially that non hosted customers DO want NXT functionality and should not be forced to used hosted to obtain it.

                          6 votes
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                            1 comment  ·  Admin →
                          • Allow disable of timeout of 15 minutes for Raiser's Edge users with Supervisor access. Waste of time every 15 minutes.

                            There are so many complaints about this I wonder if Blackbaud is listening. Trust us to be still working at our computers or protecting ALL information if we walk away. Why is Raiser's Edge so special that it has to create this painful process?

                            3 votes
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                              1 comment  ·  Admin →
                            • combine ideas with similar purpose

                              There are many similar ideas posted in the Idea Bank/Community that appear to be voicing the same concern. Could they be combined for greater weight?

                              6 votes
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                              • 1 vote
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                                  1 comment  ·  Admin →
                                • Gift Summary

                                  Gift Summary should pop-up by default at the bottom of the gift tab/page. Please also add Gift Sub-type field on the gift summary tab.

                                  3 votes
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                                    1 comment  ·  Gifts  ·  Admin →
                                  • Gift Sub-Type

                                    Gift sub-type is one of the important fields on the Gift screen and lots of users have stored important information on it. Most of the fields on the gift tab are available for selection on the reports and queries. Unfortunately, Gift Sub-type is the only field that is not available at the any of the reports. It is strongly recommended that this should be part of the selection of the reports, especially on the Pledge and collection related report.

                                    3 votes
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                                      1 comment  ·  Gifts  ·  Admin →
                                    • Allow people to mark Blackbaud specific entries in code tables as inactive.

                                      Allow people to mark Blackbaud specific entries in code tables as inactive. There are two Blackbaud entries in the 'Sources' code table that gives you options for the 'Source' of a rating in the prospect section. We shouldn't have to keep these, we should be able to delete or mark inactive as we see fit.

                                      9 votes
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                                      • Globally delete aliases

                                        I am doing data base clean up and have over 18,000 aliases that are non relevant because they were added in error. I now have to do this individually. I don't understand why this is not an option. You should have the option to change, replace or delete for all global changes.

                                        3 votes
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                                        • Event App: Guests - Create participant records, input name & contact details

                                          In the Events App, guests created through the app's registration should be added with Participant Records (currently, the box "Create a participant record for this guest" is not checked by default). Also, the registration process in the app should allow you to enter at least a name and ideally some contact info for the guest.

                                          6 votes
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                                            0 comments  ·  Mobile  ·  Admin →
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                                          Raiser's Edge Discovery Topics

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