We should be able to use RE to build a query of all constituents, and sort them based on the date of their last physical meeting (not just last action, but last action of a specific type). My boss wants to be able to see who he's seen the most rec...

I recently discovered that when pulling a query based on gift summary, not all gift types are automatically included (see article here). In all other instances, RE considers ANY gift type as a gift, even write offs. To be consistent across the boa...

We use Action Attributes and Proposal Attribute to track a lot of our activity. Being able to filter and sort on these type of custom fields would be very helpful.

This would be useful for the situation when you have to find constituents based on total giving and need to globally change any gifts.

To be able to update the records after they are merged

My company recently went to Google Drive. I find that Raiser's Edge is not compatible. I try to export a query and it takes me to M drive instead of to Excel. Will this be fixed any time soon? I should not have to work around how to export a daily...

I want to find people who don't have an active particular constituency codes i.e. have blank end dates. But it is codes they have for each period of regular giving so they might have the same code with an end date, and then again without an end da...

We have many phone types, and I'm sure there will be duplication of phone numbers within that, but within different fields. It would be helpful to be able to query on the value in a field type and see other phone types in the same record with the ...

I'd like to create a mail segment for people who have an gift adjustment and reference their previous gift amount as well as the adjusted amount. We have a group of constituents who did not have credit cards approved prior to gift entry. Had to ad...