We currently categorize our batches by gift month and year. We would like to group these categories into our fiscal year, which is different from the calendar year, making our review list shorter and quicker to select for review.

We use the Action Item tool as a running To-Do list and like to show that emails/phonecalls/etc are often times in followup to a letter or request. I would love to be able to link 2 completed actions to one another (much like how Solicitors are li...

As we do keep Constituents photos on records it would be nice to add photo to a Membership Card

It would be great if, when a gift is being entered, the system would prompt me if a spouse works for a matching gift company. Currently, I'm only prompted if the constituent works for a matching gift company.

There should be a check box to set the primary member on a membership. In the case of spousal death or divorce the entire membership history may be lost with years of valuable data that also skews reporting. It should be similar to the head of hou...

RE should allow users (perhaps Supervisor only) to set character limits on specific fields. For example, we'd like to limit the number of characters that can be used in the Name field when creating a new proposal.

In certain exports, when pulling multiple columns of data for a particular field, the data will shift to the left if a constituent does not have information for 1 or more of the columns. This makes sorting an excel spreadsheet difficult.

This would allow for easier reporting on appeals if we know on the report which appeal category each appeal on the report is categorized to. Currently this is more of a manual process to categorize these appeals for reporting purposes.

I can get RE to connect to my outlook account by Adding an account but it seems i have to do that every day.

Import Non-Constituent Registrants/Guests to Event