It would be very helpful to be able to filter by recent gift date in the duplicate constituent management tool. It would also be great to filter by City, State, Email ect.

Currently you can only merge individual records together or organizational records together. This gives way to frustration when you a faced with the prospect of merging an individual record with an organizational record (i.e. gifts in deceased ind...

Just as users are able to add in a new org relationship, they should be able to add in a new school in education- without it having to be a table in Config. There are so many schools that to have them all have to be added in by the supervisor ever...

We use education relationship attributes to track a student's activities while on campus. Many activities use the comments field to provide details. It would be convenient to see the comments without scrolling to the right.

To achieve more consistency for tracking and reporting, allow the Proposal Name field to use a Lookup Table that can be updated.

Under the relationship tab - it would be extremely helpful to have a column with the associated relationships RE id number next to it. You can add a bunch of different ones, and even a column to indicate if they are a constituent, would be nice to...

I will be leaving the charity as of Friday and I created my successors account on the Raiser's Edge. I contacted Blackbaud to ask how I then transfer all of the actions from my user ID to my successors. Apparently, there is no easy way to do this ...

it would be so helpful to be able to sort saved default sets eg for actions we've got many default sets. we encourage users to prefix their default set names in a consistent way (by team) but not being able to sort the list is annoying.

I am finding that whatever parameters are currently used to decide whether or not 2 constituent records are suspected duplicates is wayyyyy to broad. Hundreds of suspected dupes come up when I run this process who, by any stretch of the imaginatio...

Would like a way to eliminate the box to automatically soft credit spouses defaulting as checked when adding a spouse relationship. Would only like to manually mark this box for desired constituents.