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Need to have year added to birthday in Lists
We need the ability to filter in lists the year they were born, not just the month and date. We shouldn't have to always go to database for something so basic.1 Reviewed: Need Further Info
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Ability to Print the Constituent record - printable format
A way to have a button so that the constituent information is displayed in a printable format easily. Similar to Quick Profile page or something with no formatting issues that can be sent to a printer.5 Reviewed: Voting Open
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List display and export - need display options for 1 record per household
In Seraphim you could export a "group" using a Family feature so only 1 record per household showed up with the name "LastName Family" as the salutation. In Raisers Edge you can also export a query and select to narrow the results by only Head of ... -
I would like to recommend separating Last name, first name, prefix/suffix, etc... into their own columns when exporting lists.
This would be more helpful than combining the names into one column and give us users more flexibility in what we can do. We upload phone, first name, last name into third party software, and separating these fields would be better...at least in m...2 Already exists
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Be able to report and filter on specific Faith Journey data like baptisms
We need to be able to report on and filter specific information in relation to faith journey data. A specific example is baptism dates and member information. We like to celebrate these mile stones and need to be able to report on them.2
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Ability to Add and Share More Record Details When Adding a New Family
First and foremost, the process for adding a new family is much improved from when we cut over from our legacy database in Q2 FY20. Thank you for Constituents>Directory>Add family or one adult That said, you could still streamline data entry...4 Reviewed: Voting Open
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Ability to delete constituent profile after a merge has been done.
Since a profile is duplicated every time a person registers for an event, we have ended up with 5+ profiles on hundreds of people. After merging, those profiles still show up even though they have been merged into an active record. We need a way t...1
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Education tile- allow data entry in webview
Education is only able to be tracked if a table in Database view is set up. All of our staff except finance will not be using Raisers Edge. We would like to track education but want to be able to enter it in webview as we collect the information. ... -
When exporting from a Gift List, first and last names need separating
first and last names need to be in separate columns for sorting purposes3 Reviewed: Voting Open
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View Constituent ID in search
When searching a constituent either in the global search (magnifying glass) or directory, it would be handy to also see the constituent ID with the name. This would be especially helpful in cleaning up duplicate records.0 Reviewed: Voting Open