Raiser's Edge Discovery Topics

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  1. Create labelling consistency in Query and Export

    In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in the ERD) should be updated to be consistent across all Query and Export types.

    528 votes
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    • Option to re-run Batch Commit Control report

      Sometimes there is a problem printing this report - maybe the printer jams or whatever. Typically I export it to PDF so I can print and share as needed. Usually fine. The problem is, I can't pull this report back up if the PDF is lost or the print job didn't go through.

      I also have different people who look at this report for different reasons. Some want the summary and some want the detail. I have to pick one or the other.

      483 votes
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      • Have an option to use the Duplicate Constituent 7.92 criteria or specify your own criteria

        In The Raiser's Edge 7.92, the new duplicate criteria feature does not allow someone to alternatively check for duplicates using only certain fields. This poses an issue when you are importing new constituents and the address is different. It would be nice to have an option to use the new algorithm as a default or specify your own duplicate fields as they existed pre-7.92.

        477 votes
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        • Cleaning Code Tables

          When cleaning a code table which has a lot of entries in it, it would be really helpful if it didn't jump back up to the top of the table once you had cleaned one entry.

          451 votes
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            7 comments  ·  General  ·  Admin →
          • Being able to sort query results by clicking on the column headers.

            It would be handy to be able to sort query results just by clicking the column headers. I would also like to be able to sort search results this way.

            450 votes
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              4 comments  ·  General  ·  Admin →
            • Provide a way to lock down Solicit Code field

              Hippa rules are changing this fall and new fines are being imposed on Health Care providers for soliciting anyone who has chosen to 'Hippa Opt-Out'. The fines will range from $100 to $50,000 for the first offense and will have the ability to reach $1,500,000 by the third offense. Providing a way to lock down Solicit Codes once they've been entered (only the Supervisor ID would be able to update it) would provide the assurance that Hippa Opt-Out settings would/could not be tampered with or changed by accident.

              430 votes
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              • We should be able to add spouses to events without having to make the spouse a constitutent as well.

                Right now, if a spouse is attending an event, we have to make the spouse a constituent and then when we pull queries or do mailings, we can end up sending duplicate mailings. It would be great if we could just add spouses to the event instead of making them constituents.

                425 votes
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                • Implement red check marks for new phone/email,etc. tabs to indicate when information exists in that tab (= B

                  Implement red check mark for new phone/email, etc. tabs to indicate when information exists in that tab as is done for Bio 1, Bio 2, etc. tabs

                  417 votes
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                    Hello everyone,

                    Good news, we are planning to release this with version RE 7.95. Thank you for the feedback!

                    James Menezes
                    Product Manager

                  • Share Action with Individuals/Foundations

                    It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc

                    404 votes
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                    • Change "Mark Letters as Acknowledged?" to after the merge/export is completed and can be proofed.

                      I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.

                      394 votes
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                        16 comments  ·  Mailings  ·  Admin →
                      • view user login history

                        Allow administrators to view the login history for users, i.e. the last time a given user logged in to RE.

                        365 votes
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                          18 comments  ·  General  ·  Admin →
                        • Running total of Gifts at bottom of screen

                          When you view gifts on a constituent record, it would be really useful to have a running cumulative total of all donations ever at the bottom of the screen, as often I will be asked 'how much has XYZ raised ever?' and it would be easier to view like this.

                          342 votes
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                          • Create a log within RE to store database procedures

                            Add a section to RE to log database procedures.

                            337 votes
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                            • Enhance Fund Records to include more Tabs & Fields

                              If fund records could have similar functionality to organization records, including notes tab, actions tab, media tab, non-constituent relationships and (phone types) links to store URLs, we could rely on Raiser's Edge without additional Excel spreadsheets or Access workbooks to track how we distribute the funds we raise as grants to specific projects.

                              For example, users would like to be able to store PDF files associate with a fund such as a fund agreement and the grant application between the organization and the fund recipients. We would like to track contacts associated with managing the grant who do not otherwise…

                              334 votes
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                              • 324 votes
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                                • Add all fields to query list

                                  Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.

                                  314 votes
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                                  • Search for constituents *and* non-constituents from the Constituent Search window

                                    Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employer, foundation, or family member. Currently, to check these we have to go into an existing constituent record's relationship, click "add new individual relationship" and run the search from that window with the"display non-constituents" checkbox marked, and (should we find a record), query the name to see who is connected to it, go to that record, access the non-constituent relationship…

                                    309 votes
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                                    • constituency code

                                      Add a checkbox for primary constituency code, eliminating any possible confusion in case additional codes are added/removed.

                                      289 votes
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                                      • Allow for default order of phone types

                                        It would be great to be able to define a default order of phones on the bio1 tab (ex. email first, home second, cell third, business fourth, etc.), so that if you already have a home and business phone listed on the record, and you add a cell phone, it will automatically reorder them when you save and close.

                                        283 votes
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                                        • 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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                                          Raiser's Edge Discovery Topics

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