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...

I would like to create an import of names, addresses and emails for participants of an event that we would like to invite to round 2 of the event. Some of the participants are not current constituents but I would still like an efficient way to tra...

In RE, we would prefer to merge our receipts or letters, etc., INTO the body of the email and not as an attachment. We would love all mergefields to be available in this way. Continue to use a proforma, like a word document or HTML, as the basis t...

We require packages for all our gift records - be they cash or pledges, and it would be useful to be able to enforce this as a required/mandatory field on gifts for colleagues who do not often add gifts to the database and to ensure that the data ...

Currently the "End Date" of a relationship is ignored when sending mail via Mail or Export, as well as displaying an Organisation's primary contact in the Organisation Toolbar.

When creating a Constituent Profile Report, I would like to be able to include the nickname of the Relationships, such as children. We use those for our thank you letters.

For clients with many funds (specifically for clients who raise money for many different agencies), we need to be able to simply export all of the funds from one year and update the year on them, and then import them back in as new funds. The GL c...

We are integrating a ticketing system that manages refunds. We would like to either import negative gift prices or import refunds and adjustments on mass rather than looking at one refund at a time.