Because I cannot filter out people with a Solicit Code of "Do Not Solicit" in reports, I have to make double entries on constituent records by adding it in the Solicit Code field and again as an attribute because I can filter on the attributes. I ...

We only have one type in the table and have to select it each time we create a new notepad in an action. Can we make it default to this type? I know I can set up a default set, but if I have to apply this to every action I might as well just choos...

I recently added a couple of columns to the relationship tab and wanted to be able to add those columns for all of our users. I was told that each person has to update it themselves. It would be useful for me to be able to do it for everyone throu...

I would like to run a report in RE that shows me my constituents, what I budgeted from them and what they have given so far this year.

It would speed up entry immensely - similar to making Pledge entries under a Participant's Event record.

If I could always search with the checkbox "check nickname" for example, that would make searching for a record that much easier. As it is, I need to recheck the box every time I do a search.

Add a tab to all constituent records that shows the gifts solicited. Or add a tab to the "Details" button next to the "Is a Solicitor" check box on the Bio1 tab.

When adding a new constituent after searching for them in batch, it would be helpful if the new constituent record opened directly instead of having to then click on the arrow to open the record to add more information. It would be much more effic...

Similarly as on the event record there is a Jobs tab please add it to the Organization record. Job records can be linked to either an event or a organization. Why show them on one type of records and not on the other? Inconsistency.

We have volunteers doing exactly the same job but in one of 25 locations. Instead of adding the same job 25 times can we either have volunteer attributes OR a table of site locations within the volunteer module. Having this outside the volunteer m...