Because our Disbursement reports are generated daily, it is difficult and time consuming to run each daily Disbursement report by day to retrieve the approved Transactions by Source (either VISA or MC). My budgets include BBMS Fees. I am requestin...

A list of batch exceptions (excluding rejection codes) that RE could return on batch validation would be useful in planning how to handle exceptions, rather than working out how to deal with them during processing (i.e., reactive vs active). Also,...

Talking about the lower left quadrant of the seating screen. And to alphabetize the registrants in the group.

Ability to view group-specific search results. When I search a name, to select to search organizations only, or individuals only.

Currently there is no way to add a relationship in membership. We use membership to track people who are members at various country clubs. We have organization records in our database for each Club. Our work around is to track the Clubs using attr...

Currently, the "Gifts to Other Organizations" section of the Prospect tab is not able to be included in a Constituent/Individual Profile. Other items from the prospect tab can be included, and this is an important element in a holistic donor profi...

Half of our dupes in our recent report were there because they were married pairs. The algorithm should recognize that spouses are not the same person.

There is benefit to using the query list when editing to create a mailing list for external mail house. Once the list has been edited and exported to Excel - having a last name column would allow for sorting the list prior to sending to the mail h...

Set default font in query (for those of us who routinely enlarge/bold our font for easier viewing)