This gives us a clear view of the donor's interests in a quick view. The Appeal Code is not as Descriptive or Intuitive. HELP! This makes NO sense that it is not there.

Update the constituent ID in batch (that has not been committed) with the merged ID. Ths will avoid staff having to review each entry in the batch to ensure each entry has a constituentID. Query is not available for batch so it's difficult to chec...

When printing individual profile it will benefit the Directors and Staff to see the Appeal ID by date order and not by alpha order. I suggest you applied the Date column first, Appeal ID second, Appeal Description third, etc...

I would like to have the ability to move the old addresses to the bottom of the list of addresses. It seems odd that previous home address, previous business, and alternative address would show before current address.

Would like to see ALL fund ID's on the Adjustment tab of the gift. If there are 5 Splits - the numbers cut off.

Sometimes we set up a "giving form" for people to make a payment (for an event, a school branded item, etc.) that is NOT a gift. When setting up the form it doesn't say "gift" anyplace - but when the donor gets an email confirmation from us, the e...

When you create a future action of meeting, when the action is saved, have RE ask, "Would like to add this appointment to your Outlook calendar?" just as it ask you if you would like to create a follow up action. Have Outlook create an appointment...

When Exporting Query List to Excel, it would be helpful to have the tables and fields listed too. This will make data cleanup at the end of the year easier when you know which queries need to be updated!

I would like to be able to open a record and before I go and call a constituent in HI at 9AM eastern - I would love a visual clue what time of day it is where the constituent lives.