RE can handle soft credits and it can handle splitting gifts across multiple funds, but it doesn’t handle them both at the same time very well. It will show each soft-credited donor as having donated to each of the funds on the gift. There has got...

It would be a great visual reminder if on the toolbar, there was an icon of a little credit card to click when ready to "create EFT transmission files." It is easy to forget and commit a batch before charging the credit cards. It does not seem (to...

As with many organizations we address our donors by the wife name, then husbands name. There is not a smart option to exclude the spouse name if no spouse is on record.

Soft credits are vital for distinguishing who actually wrote checks from who Development "credits"-- but the query functionality for soft credit recipients is abysmal. For trustees specifically, this is frustrating: gifts come through foundations ...

It would be helpful to be able to search a record by an inactive email.

Currently, if you create a gift export, the gift fields output first, and although you can re-order fields within groups, you can not put any other group of fields prior to the gift fields. I would like to be able to have the NAME as the first fie...

When I enter new constituents, I often have comprehensive data on the spouse, including employment information. It would be helpful to be able to add these data right in the batch.

I have a person who keeps moving their query category folder to the top of the list and out of alphabetical order. There doesn't appear to be a way to limit who can move the categories around, and I think there should be, as I'm spending time whic...

We have a number of gift subtypes our finance team uses for gifts of certain types of assets, especially for stock and mutual funds and different accounts these come from. However, when entering a cash gift, these subtypes are irrelevant and cause...