When syncing the Target Analytics info from ResarchPoint to RE, I received the message "Invalid Amount Description." This error is caused when a constituent has a negative net worth. When trying to sync that constituent, RE will not allow a negati...

Ran across and issue with a user unable to process credit cards in batch after an update to their security. After contacting support and doing some digging we ran across this article which seems to address the issue, BUT the article does not seem ...

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.

Right now, when i create a list that specifies in the filter that i want to pull all prospects assigned to one fundraiser, it shows in one column multiple fundraisers. It doesn't bother me but a lot of my staff have an issue that they cannot only ...

To avoid duplication in data for same donor

Import Non-Constituent Registrants/Guests to Event