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Add phone number to "Join our Email List"
We need to capture phone numbers as well as email addresses for constituents besides on the donation form. We have a "Join our Email List" link on our website but that cannot be edited to add a phone number field. The only way currently to capture...0
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Make panel columns editable in NXT
In database view, it is helpful to be able to add/remove/move columns in various screens in order to see the information most helpful to you. The columns shown in NXT panels are not currently editable.0
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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
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Ability to accept or ignore suggested changed from RE Connect
Every day Re Connect pulls data over and changes out addresses for constituents yet there's no actual change. I end up with 5-6 "Previous Addresses" even though they are all the same. I end up with frequent issues when running mailings because one...1
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Global Add consents
It would be useful to be able to add consents through Global Add rather than having to create an import file0
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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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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.0
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Creation of professionally formatted documents
It would be useful to communicate updates with constituents and ensure accurate information so proper contacts and follow-ups can be maintained.0
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...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