Raiser's Edge Discovery Topics

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  1. Exclude spouse soft credit

    We have to soft credit all spouses, however we also have Donor Advised funds - in which we soft credit an individual. Running a report and simply choosing "include soft credits" does not address the issue. Spouse soft credits should not be considered the same as on organization who gives because they were advised by an individual to do so.

    1 vote
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    • 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 →
      • GLOBALLY UNLINK MEMBERSHIP GIFTS

        It should be an easy fix - it's a nightmare to do manually. Query membership with linked gifts - globally UNLINK!

        3 votes
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        • With In Memory donations could the merge include the word 'of' then the name

          With In Memory donations, the way the email reads is:

          You have made this gift In Memory Matt Bradstock Smith.

          It is from the merge field – <Transaction Details> we would like it to read – ‘You have made this gift In Memory of Matt Bradstock Smith’

          1 vote
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          • IMPROVE THE EVENT MODULE

            1. If Sponsors are a distinct category in the Event module, then they should be a viable option through OLX. As it is now, only registrants can signup online. So a Table sponsor....with a table sponsor price point available online...is imported as a REGISTRANT and not a SPONSOR. Problem is They ARE a SPONSOR and they DO have guests...but RE calls them registrants and does not allow signups online.
            2. Registrants are NOT Sponsors but they can have guests and can sign up online.= GOOD Sponsors can have Registrants..but NOT guests...and can't register online = BAD IDEA - Let Registrants…

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            • 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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              • Allow letters in the receipt number box

                When importing receipts issued outside of Raiser's Edge, the receipt may contain letters before the number i.e. SWM1234, SWM1235 etc. RE currently does not allow letters in the receipt area so right now these have to be entered as a reference instead. Hopefully that will change!

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                  0 comments  ·  Gifts  ·  Admin →
                • 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 →
                      • Fund selection window on Gift entry tab should be increased.

                        Due to a limited view of Fund selection on the Gift entry tab, it’s become very difficult to read the full fund description. It is recommended that the selection screen should be widened. In addition to fund description, fund type should also be exposed.

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                          0 comments  ·  Gifts  ·  Admin →
                        • I would suggest allowing multiple memberships to be entered on a single form, allowing several to be purchased together.

                          I would suggest allowing multiple memberships to be entered on a single form, allowing several to be purchased together

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                          • Total financial information - configure to remove totals

                            In RE under prospect >financial information there is a "Total Financial information" summary at the bottom of the page. I would like to propose where these summary fields exist in RE to also provide the ability to set the configuration to hide these fields. In our organization there is some information stored here which would be double counting and we do not want to confuse the end user.

                            1 vote
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                            • When bulk processing, allow profile changes to be done by individual donor rather than having to either accept or reject all profile changes

                              When bulk processing, allow profile changes to be done by individual donor rather than having to either accept or reject all profile changes. When linking constituent you can choose which fields you want updated to the database, but you must process the transactions individually in order for this to be done on an individual donor basis. This is not practical to process transactions one at a time. You should be able to save profile changes for each individual and then process the transactions in bulk processing.

                              3 votes
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                              • Allow user to set default action category

                                When a new action is created, the category defaults to "Phone call" because it's the first one in the list. Would be great if we could choose what it defaults to since our org uses it in such a way that all actions should be "task/other" category.

                                1 vote
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                                • installments

                                  Report on installments due in a specific time period

                                  3 votes
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                                  • Exclude addresses that are un-marked "Send mail to this address" in export

                                    When generating a mailing list from Export we should be able to exclude inactive addresses from showing up in the file.

                                    Address processing does allow us to set precedence of a active address so an active address will export if it exists. If all addresses are inactive it will export an inactive preferred address.

                                    There should be a window to select this option like there is for phones.

                                    The "Has No Valid Address" could possibly make it easier to exclude constituents from the export altogether but this is often not what is needed.

                                    3 votes
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                                    • Updates in Online Express--FORCED APPROVAL

                                      Every time there's an update to Online Express, I must log out of RE and restart the program. When I open Online Express again, there's a box with information about the update. That's fine. But in order to close the box and start using Online Express, I am FORCED to click an approval button that says something like "Great" or "Nice." I don't want Raiser's Edge to give me my opinion. How dare you make me approve of something before I can use what we are paying for??

                                      Please change it so I can close the box by clicking on…

                                      1 vote
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                                      • Export Name fields Multiple times within Mail with different format

                                        To be able to choose different formats to use in the letters. It would be helpful to be able to have the option of multiple same name with different format for the body of the letters.

                                        3 votes
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                                        • Could the Query Results pane show a unique record count along with the list row count?

                                          Currently at the bottom of the query results window there is a number that shows the "records" but it is actually a count of the rows on the list based on what output you selected and it includes duplicates. The only way that I know of to get a count of unique records is to clear off the Output selection and see the "Total Records" count in the results. Why couldn't the window at the bottom display both numbers?

                                          1 vote
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                                            0 comments  ·  General  ·  Admin →
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