Create a button that will automatically sort all the the items in a Table (e.g., a long list of Professions). Moving them up and down with arrows is time consuming.

If an appointment is added from Outlook to RE, the user can view the notes. However, if the appointment is added from RE to Outlook, the notes does not appear.

It would be nice to be able to update philanthropic interest codes through import or global change rather than needing to update these manually.

Hi there, I have phoned support and currently this functionality doesn't exist, so I have been told to put it up here for future updates and consideration... I think it would be useful to have better links between the gifts acknowledged tab and ...

We have 5 regions within our organization. We use the Solicit code to identify which region a donor belongs to. This helps us to pull queries and reports by region and to direct email & mail appeals specific to the region.

When cleaning up a large volume of table entries, it would be more efficient if, once a table entry has been chosen for editing/making inactive, the cursor then moved on to the next table entry.

Under Profile Content/Constituent/Customize and Format tabs, the option to include an organization's Constituent ID is available. This also needs to be an option for individuals.

When using 'copy preferred address to alternate' it only saves the alternate address on the main constituent's record and the spouse's constituent record. Any other constituent record's that are linked to that address do not retain the old address...

Need to limit access to this feature since some users will use it erroneously. Also need the ability to query records coded this way to verify that they are correct.

Gift business rule does not work for bar-coded input gifts. Would like the rule to work when the bar-code enters all the fields needed for a gift in a batch. Works if a manual (non-bar-code) entry is entered.