To be able to update the records after they are merged

I know Export is the tool for when we need more customization, but when an org's leadership requires that all reports have the organization logo, this can render the canned reports useless. We should be able to choose options for: - Horizontal Pla...

I have the need to schedule a query that will produce an Excel spreadsheet and email the results to an Outlook account. (FE Queue allows this functionality) I can produce the Excel spreadsheet and send to a file location but would prefer emailing ...

Recent Canadian anti spam legislation will require an opt in verification in order to continue communicating with constituents by email. While we are able to keep track of people who opt out (remove from mailing list) of future communications, the...

I would like to see Linkedin added as an option for Social Media as well as smile.amazon

When you add a matching gift on the individual's "new gift" screen, it defaults to MG Pledge and cannot be changed. We don't like to use MG Pledge because 95% of the time, the match is paid out to us at the same time as the individual's gift.

When a record is open in RE and you wish to open another record in a new window, I have accidentally clicked DELETE CONSTITUENT rather than OPEN IN NEW WINDOW, as these two options are right next to each other. I would like to suggest moving the o...

A better way to track separately donor advised funds gifts, so that they are flagged serarately from other pledges and planned gifts. This is an issue we are facing more and more frequently and it allows us to not to manually remember these gifts ...

Increase the notes length from 500 characters, when other team members read notes they maybe lengthier than 500 charachters and when you use the mobile app you cant add more than 500 characters or read morethan 500 characters, which means conclusi...