When taking the Managing Event Mailings class, we went in the section when creating name tags where we chose the From Configuration to choose the format of the salutation. As there are so many options, it would be great if when you choose one, the...

Prospect Report should include last action etc,,,,

Working with exported text date fields (e.g. constituent date from, relationship date from) can be extremely complicated, especially when using the date format dd/mm/yyyy. If there is any way that these text date fields could be exported as date v...

Including gift adjustments and any changes made to a gift after a batch; address/record changes; and any deletions of records. The reports should include who made the changes and when.

It would be great to be able to make the batch numbers or names anything you want.

When linking a gift to a membership, the search gifts screen is defaulted to certain columns. It would be very nice to be able to change or add to these columns. I would like to be able to see the reference field for when multiple gifts are bought...

It would be handy to add a location (field/column) within the Volunteer tab as not all volunteer work in the same location. Although I recognise you can add this detail manually in the Volunteer Types field), however, for data entry and query runn...

RE does not have a clear (or multiple) way(s) to pull out workable donor history, especially in respect to tax receipting. The trend is to provide donors with a breakdown on their receipt. If you are going to offer “consolidated” receipting, you n...

It will be helpful to display Location on the Action tab. For example, right now it's hard to see which branch events one has attended without clicking into the action record.

If we could completely duplicate a relationship record and then update it for the appropriate relative, it would save time. For example, just added a child and added an Attribute (Constituent Type and then Event name). The entire family attended. ...