Not able to create/merge letters (tied to Actions) from a constituent record because RE is not compatible with the 64 bit version of Word which is what I have.

Sometimes I want to go back and amend the name of a batch particularly now as we can categorise them but this is not possible. Also sometimes when doing a batch I forget to name them and I can't go back and amend

There's no way in queries to only include primary members, or only include joint members. When we want to send a mailing or print a billing statement for members, we end up with both primary and joint member in the list, and end up having to clean...

It would be helpful to allow Users to select which fields to view in the Constituent "Gifts" tab, especially to be able to view the Appeal of a gift without having to open the Gift record itself.

We utilize packages for an appeal to indicate followup efforts towards the same group of constituents, in the case where they did not respond to earlier solicitation attempts. Because package totals cannot exceed the total solicited for the appeal...

Give a warning message that new spouse record doesn't contain all fields of head-of-household when primary constituent is marked as Deceased. Currently, when the new record is created automatically by RE, it asks you to create a Constituent Code,...

Provide a way to re-order import fields in the fields tab of the Import tool (when creating an import file) using "up" and "down" arrow buttons - similar to what's available in export and query.

Even though I know marking the donor for a gift as Anonymous is an option in RE, I would like to see the option to mark the dollar amount for said gift as Anonymous. Some donors want to be publicly acknowledged for giving, but not for how much the...

One should be able to delete/remove inactive, no longer used merchant accounts from the business rules section. It would be best to only have the currently available accounts to choose from, rather than a long, cluttered list with many outdated en...

This would help pull data from Raiser's Edge queries into well designed, user friendly, lay-person friendly formats that can inform and uncover trends that are more cumbersome to find and even pull in just excel or at just the query level. I am cu...