It would be really helpful if Notes could be shared among records - in the same way we share addresses.

Want to be able in one step to have a field which when records sorted on gives me: Alcott, Sam All Weather Roofing Allen, Fred. Essentially a Sort Key without the constituent ID as part of the field or Sort Name output not in all caps. We almost...

I think it would be a lot more user friendly, since checking that box excludes any record which doesn't match that option. "Include" is misleading language because it makes it seem like you'll see the rest of the records. I accidentally checked th...

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...

Could you please add the ability to lock/close a prior year/month/period for editing in Raiser's Edge so that a user wouldn't be able to put a gift batch into the wrong period by mistake.

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.

In event participant lists, you can right click and export to Excel. It would be useful to be able to use this same function in the query out put tab.

Currently, the box automatically soft credit this individual for gifts is always defaulted as "checked" and there is no option to turn this off as a business rule. This causes me nightmares and hours of work when generating hard dollar reports or ...

Allow ability to size Query window to a bespoke size, so all subsequent windows open up at the same size instead of maximized/minimized.

You offer Gift.Amount, Gifts.Receipt_Amount, and Gifts.Split_Amount, but not Gifts.Split_Receipt_Amount.