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Full incorporation of Fund, Campaign and Appeal attributes into lists and reports
Incorporation of fund, campaign and appeal type & category fields has already been suggested and would be a big help. Please also include attributes as filter options for gift lists and as filter/display options for dashboard insights.0
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Non-constituent records should have relationship tile
To be able to see why some non-constituents are in Raiser's Edge, it would be worth having a corresponding relationship on their record. The relationship currently can only be viewed on the connected constituent record; it seems to be a logical st...0
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Need option to include spouse records in a list.
For example, I need a list of board members (or major donors, or high level members) but I also need to make sure their spouses are included as well. I imagine this as a selection much like the option to include soft credits.0
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Recover Constituent Information
I had two constituents with the same name that were merged. It would be helpful to recover the original constituents information.0
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Registrant Details
For events that do not require or allow a guest, have the option to remove the guest under registrant details. We have alumni who register themselves many times as a new person for every unit. We have to spend so much time cleaning up records on t...0
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Allow Vanity URLs in Portal
Most existing platforms allow organizations to set their own URLs for donor portals. For example, the URL for our crowdfunding platform by RNL is https://ponyup.boisestate.edu, not boisestate.ruffalonl.com. It would provide a better branded and tr...2
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Add outgoing marketing emails to "actions" of the recipients.
It is ridiculous to be able to send a marketing email from RENXT but NOT have it then save into Actions to the recipients/constituents. Unreal that these systems are not connected. Disappointed. Anxious to hear when a solution is offered. I hope I...1
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FUNDRAISING REPORTING = beautiful reports with BAD DATA
I am struggling with reporting. I have made tons of changes to try to use the RENXT canned reports but they STILL do not properly filter data. ACQUISITION : I went through and made sure that spouse records were ALL soft credited to one another...0
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Annual statement by gift type/category
On the annual contribution statement, it should be broken down by gift type/category, i.e. "cash," "stock," "gift-in-kind," etc.0
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Configure Committed to allow selection of Pledge balance, instead of Pledge Amount
Thanks for the great work on SKY Reporting! Something to consider: In RE there is a bit more configuration options on summarizing amounts "Committed". We have calculated our totals by adding: all cash gifts and payments pledge BALANCE write-offs ...5