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Top contributors by fundraiser
Ability to view top donors by assigned fundraiser. (Similar to campaign, fund, appeal view.)0
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Add DOB in the search tables for constituents
To aid in the avoidance of duplicate records, searching by DOB would be a much helpful search tool.0
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Summarize on Constituent record their Email opens/clicks
Such a small thing, but we are manually checking how often and which emails prospects are opening (even better if they click) as one indicator of whether we should pursue a person. I think the line by line appeal 'pod' could actually be replaced b...0
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Classify Inactive Constituents Differently
For small organizations trying to maintain a small database, it's tough when roughly 1/4 of your constituents are inactive, but have historic giving data that cannot be deleted. I would highly recommend that this data be stored differently and cha...0
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Surface constituent annotations/alerts between database view and web view
Currently, if there is an annotation on a constituent record in the RE database view, it is not visible anywhere in the web view. This information needs to be carried over and visible in the web view. Use case: We have always used constituent Anno...0
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Add date to Custom Fields and allow it to be sorted
We use custom fields and the older ones should sort at the bottom, you shouldn't have to scroll through them all. There should also be a filter to exclude inactive custom fields0
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Add a summary note to a contact
Having a summary tile at the top of the record allows for appropriate information to be added, such as "has been with the company for six years. works closely with the approval of grants on X subject matter"1
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Update Contact Types that records can have
We should be able to note someone as multiple contact types and then pull upon that data in the query view. So that if I have someone who I would reach out to for 2 different events I should be able to note that in the contact section of their rec...0
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Editable fields on area such as Education
We use Education as an editable field so not as Education, therefore we have different information held in these fields, it would be great if you can chose which fields can be displayed. Our users would find the Major field one of the most importa...1
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Have a radius tool in Raiser's Edge both in the database view and web view
Almost everyday I get a request to do a radius of a city to invite alums to an event or our development officers are going to visit an alum and want to know what other alums are in a hour radius. Right now I have to pull a query of counties export...0