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The ability to edit installments that have been skipped and written off
Would be good to edit write off reasons0
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Allow all addresses to be included in the address validation process
Being able to validate all addresses will help with identifying duplicate constituents in the system. We would like the option to include end dated addresses and addresses on deceased records in a validation process. Currently these types of addre...0
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Allow the clear results button to be active when a receipt process is interuppted
Occasionally a receipt process will be unexpectedly terminated and the only way to clear results is via a SQL query. This button should light up for any time that there are transactions that need to be cleared. -
Add a process to delete images from the Image Library in bulk
My organization has a lot of images in our Image Library and we would like a procedure or process to delete older images in bulk. Right now, the only option is deleting them in the front end manually, which is difficult because we can't sort/find ...0 Reviewed: Voting Open
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Search by Constituent Relationship Manager
When searching for a Constituent we would like the option of searching by Constituent Relationship Manager0
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Combine All Email Fields in Export
In Raiser's Edge/Export, it would be helpful if all email fields could be condensed and exported into one column. At present, we export an .xls file with 3 email fields, manipulate the data to combine them into 1 field, and import into a 3rd party...0
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Allow more pay methods in a pledge
A pledge can have only have credit card or direct debit as pay method. A payment or recurring gift allow more pay methods. We do need also more pay methods for pledges, for example to cater for all new kind of online pay methods. It will be great ...0
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Telephone numbers not visible on Planned Records view
It will be helpful when reviewing Planned records that we able to view constituents contact information. (ex. phone number)0
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have the committee contact information inherit from the member marked as primary
Currently when a committee record is created we can copy the primary member's contact information. But when that primary member changes, the contact information remains static. It would be nice if the contact information would update when the prim...0
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Managed Correspondence:Merge Label file showing merge fields placeholders instead of blank text
When running managed correspondence process the merge label file is showing merge field placeholders instead of blank text when downloaded.As a workaround we have to delete the merge fields placeholders that should be blank to not waste labels. Ex...0