We would like the ability to limit edit rights for proposals to only the creator of the proposal and those with supervisor rights. Current options only allow all or nothing for a security group.

This applies to Activity reports I was using to generate giving activity outstanding pledges & recurring gifts, as people often want to see the largest amount owed, in order to focus focus on specific sources for cash flow. This would help wit...

So what's happening with the above noted existing idea??? If it is available in a newer version of RE please let me know otherwise let me reiterate the importance of this function available through a canned report but not available in a custom ex...

Instead of Uncategorized, why not include Research Point as a category?

one pager - or cheat sheet for finding ResearchPoint fields in RE: query having a sheet to refer to would really help the end user when creating a query with data from Research Point - especially some sort of reminder of the "older" data vs the "n...

I used to use a CRM software called ACT! http://www.act.com/ In ACT!, you could create a group of constituents, based on specified features (what we call a 'query' in RE), and you could do a mass email to the group from within the ACT! program. Th...

I often need to compare how we are doing this year against the same period last year. I'd like to do this automatically each month. Currently you have to update the date ranges using the 'between' operator each time. I'd like to be able to select ...

Unless a work-around is created, envelopes are run from a batch for every gift - even those with a status of "do not acknowledge".

Solicit codes should have their own user rights checkbox so you can give Bio information editing rights, but not have that give users access to edit Solicit Codes.

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...