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.

    • Updating Existing Constituent Records through Constituent Batch

      Updating Constituent Records through Constituent Batch: Per this knowledgebase article: https://www.blackbaud.com/kb/index?page=content&id=BB502478 only new constituents can be added through constituent batch, but current constituents cannot be updated through batch.

      It would be great to have a place where you could add something like email addresses to a group of records without having to open each individual record.

      274 votes
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      • Fix export function so that field order doesn't change after you save an export

        Problem: Sometimes when exporting, users may notice their selected output fields appear in a different order in the final exported file than the order they are selected on the output tab of the export.

        Current unacceptable solution: Remove the fields from output and re-enter them, OR Re-create the export.

        Now, imagine reading that solution after you've spent the afternoon working on an export, creating a replacement header row (since the export doesn't use plain-English field names), only to find the next export file to be all scrambled. How about fixing this problem, instead of telling us to do our work…

        261 votes
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          reviewed  ·  Jenn Mercer responded

          this sounds like a bug to us, and we are researching when we can get it fixed. If you have a case# already for this, please email me. thank you! &happy new year…

        • RE Mobile for Windows

          Provide RE Mobile app for Windows Phones.

          130 votes
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            reviewed  ·  14 comments  ·  Mobile  ·  Admin →
          • Audit trails

            We would like Raiser’s Edge to have the means for us to monitor user access to constituent records (eg celebrity records). Similarly a much more granular audit trail of user activity on RE (ie exactly what users are adding/amending/deleting and when). Also a more granular audit of additions/changes/deletions of security rights on configuration.

            113 votes
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              1 comment  ·  Admin →
            • Mobile App Actions - add Action Description

              Mobile App Actions - Action Description

              Please add the Action Description field. It's helpful for allowing a solicitor to summarize their CR and for me to be able to pull something manageable into a report! I appreciate update to the app so that actions can still be saved without required fields, but would LOVE this update!

              99 votes
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                reviewed  ·  3 comments  ·  Mobile  ·  Admin →
              • Showing constituent is deceased on the mobile app.

                Showing constituent is deceased on the mobile app.

                88 votes
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                  reviewed  ·  2 comments  ·  Mobile  ·  Admin →
                • Address accelerator counties fixed

                  Address accelerator is currently giving out of date county information. This needs to be corrected or removed

                  76 votes
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                  • Add functionality to import MobilePay transactions into The Raiser's Edge

                    MobilePay is a great new feature for taking payments from a mobile device. It does not currently integrate directly with The Raiser's Edge so users must use a manual export from BBMS, then import to RE process. There is no way to easily identify existing constituent records when doing this. Please add functionality that will make importing and matching those transactions to existing constituents easier for end users. Perhaps you can leverage RE mobile app in some way to connect the two.

                    75 votes
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                      12 comments  ·  BBMS  ·  Admin →
                      reviewed  ·  Jenn Mercer responded

                      In what scenarios are you using MobilePay? If at an event, what are people paying for at the event?

                    • Ability to create a solicitor goal for the number of completed actions

                      It would be immensly helpful to be able to enter a solicitor goal for the number of actions to be completed (in a given time frame and optionally by campaign or fund or appeal). In a world of decreased donor giving, our development team (and many others I would think) is being asked to evaluate performance on completed activity in terms of a number of completed actions as well as dollar amounts raised.

                      73 votes
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                        reviewed  ·  0 comments  ·  General  ·  Admin →
                      • View membership status

                        Add the ability to view membership information with the mobile app.

                        60 votes
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                          reviewed  ·  0 comments  ·  Mobile  ·  Admin →
                        • System Key on login screen

                          Why does the system key show on the device once the user has successfully logged in. Is this any kind of security risk? Unless there is a need, I would remove it from the screen.

                          47 votes
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                            reviewed  ·  3 comments  ·  Mobile  ·  Admin →
                          • 47 votes
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                              6 comments  ·  Mobile  ·  Admin →
                              reviewed  ·  Jenn Mercer responded

                              What type of information would you like to see on the app? What would you do with it?

                            • App and support for Android tablets

                              I'm using a Nexus 7 and would like to use the RE mobile app on there.

                              44 votes
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                                8 comments  ·  Mobile  ·  Admin →
                                reviewed  ·  Jenn Mercer responded

                                I edited the title to reflect that Android phones are supported; just not tablets yet.

                              • Include Invitation and Registration Date on Participant Default Sets in the Events Module

                                Events Invitation and Registration Dates are currently not available in default sets. This is inconsistent with other available fields, and would be useful to have.

                                Response Date is available on the default set, as is Invitation or Registration status (Do Not Invite, Not Invited, Invited or Do Not Register, Not Registered, Restered).

                                It would seem logical, if we're able to define a default Registration or Invitation status, we should be able to include their associated dates.

                                http://www.blackbaud.com/kb/index?page=content&id=BB736669

                                38 votes
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                                  reviewed  ·  1 comment  ·  Events  ·  Admin →
                                • Be able to search for first names in alias search off the alias box in a constituent record.

                                  Be able to search for first names in alias search off the alias box in a constituent record.

                                  29 votes
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                                    reviewed  ·  Jenn Mercer responded

                                    Could voters add more info about the end goal? Alias is not unique, and it is customizable so you can have Nickname field in alias a number of times to search on variations. As titled and described currently, this would be closed as “available today” without more info.

                                  • Add the option to filter the "Giving Icon"

                                    It would be helpful if I could only show certain gifts when I select the giving icon.

                                    26 votes
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                                      6 comments  ·  Mobile  ·  Admin →
                                      reviewed  ·  Jenn Mercer responded

                                      Kelly, what kind of slices of gifts are you looking for? How do they help you on the road?

                                    • Include Blackbaud Merchant Services Credit Card Processing through the mobile app

                                      Include Blackbaud Merchant Services Credit Card Processing through the mobile app.

                                      24 votes
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                                        3 comments  ·  Mobile  ·  Admin →
                                        reviewed  ·  Jenn Mercer responded

                                        Need more info; given the availabilty of Blackbaud Mobile Pay, how would you see the mobile app including credit card processing? In what instance would you use this?

                                      • Recent gifts in RE Mobile needs choice for parameters

                                        Gifts on the mobile app is not helpful/useful as it is...There needs to be an option to add parameters on it; using a query under Lists is much more helpful.

                                        20 votes
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                                          reviewed  ·  4 comments  ·  Mobile  ·  Admin →
                                        • duplicate constituent report

                                          Return to previous version of duplicate constituent report

                                          14 votes
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                                            reviewed  ·  Jenn Mercer responded

                                            We are working on some fixes to improve the report; please email me if you’d like to be involved in our discovery.

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