When working from the sidebar navigation bar- Campaign, Fund or Appeal. Create an assess link to connect directly the Constituent record when viewing the gift in the Summation of a Fund, Campaign, or Appeal.

Often we are asked to look up information on a married alumna but only know the maiden name; probably have never used the middle name field but sure could use a maiden name field.

It would be great to be able to globally unlink a group of constituents, possibly based on their constituency code.

The date in the letter generates as weekday, month, date, year. Would like to edit this so it defaults as Month, Day, Year.

I have four generations of Jack Calo. On the list of recently accessed constituent records and the relationships tab, I can't tell which is which, especially when I think there might be a duplicate. It would be helpful to see the suffix to clarify...

Given the legislation around direct marketing, I think managing contact preferences could be made more straightforward and have automatic prompts/reporting to help segment for the purpose of contact preferences. Firstly, a time stamp when an conta...

It would be helpful to be able to add a date to a philanthropic interest so that we know how current the information is.

Currently I would have to pick one by one counties when trying to search constituents based on a radius. I need the ability to paste in a list of counties. I would also like the ability to clean up the list of countries and states in RE. Somehow w...

IT would be very helpful to have ConnectRE pull a current students class (course and section) assignment from core. As a school we constantly need to know which constituents are in what class. This helps in tracking grade level specific appeals as...

tick Primary? check box should automatic untick Inactive? check box; vice versa.