We need to move multiple Participants to different Events. We can link Gifts as Donations or Registration Fees to the new Event through import but not unlink from the old Event. This means they are linked to both. They can only be unlinked manuall...

Is it possible at all when you do a query for all birthdays in a month for example, that you can have the option to sort by the day, instead of the year?

We may have different solicitors for one donor depending on the events - the Founder for a golf outing, a Board member for the gala. When we select solicitor names in the gift record, there's no way to see which solicitor is linked with which type...

Currently we have several media types set up. we put members photos on media tab and everyone should be able to access photo's. Often though, we have a need to put confidential information on media tab, like the members will, or life insurance pol...

There is currently no way to see constituent appeals when doing batch entry and it is a huge pain to have to open their record and go to the appeals tab for every single constituent to make sure gifts are credited to the correct appeal. It is impo...

It would be useful to add "Pay Method" as a field in the Gift Detail and Summary Report. That way I could see how people paid, credit card, stock, personal check, etc.

I would like to be able to easily alphabetize the query and export folders, similarly to the way tables are alphabetized.

It would be helpful if organization records could also have an 'addressee' tab or an area to note a preferred listing so that it's possible to note an alias that can be pulled directly into a Donor Category Report. In other words, some of our foun...

Under the Actions tab you choose whether you action is an In Person, Email, Phone, or Mail action. You need to add Texts to the type of Actions someone is doing. In this day, texting is a very common practice for communication used in my experienc...

I have many queries and exports that include camp/fund/appeal criteria; some of these reports are automatically run. We continuously add new campaigns, funds and appeals to RE ~ however, these new Camp/Fund/Appeals are not reflected in the criteri...