Most sophisticated CRM's offer the administrator the ability of monitoring system user's log in and log out habits. With the workforce becoming more mobile, this type of tool is great for progress monitoring.

I need to give my director weekly updates, comparisons, etc. and would love to be able to set up a dashboard template with the needed charts and stats that I could quickly and easily print and hand to him.

We watched with interest the rules are changing webinar but were disappointed with the solution on offer. We need to track our donors mailing preferences, ie mail, email, etc but we also need to keep a record of any changes made. To this end the a...

I have a large monitor because I'm using two databases - comparing/updating. When I open a constituent window, it opens in the center of my monitor and hides my other database. It does not matter where I locate the RE window.

When adding guests for a participant RE pulls through the required fields for a constituent (eg address, in our config) when this is not always appropriate. Could it be changed to guests do not have the same required fields?

In the AuctionMaestro Pro integration, we don't have an option to delete transactions from the Import Transactions screen if they shouldn't be added into The Raiser's Edge. They have to be linked to a record, added to a batch and then be deleted f...

That would help us send birthday cards to our constituents, rather than pulling a query and manually entering it.

AddressFinder does not change the county when adding a new address. This means we have to go back into each record that was changed and click the Address Accelerator to update...thousands of records! If the AddressFinder could incorporate Address ...

When making a gift adjustment having the system automatically have the box checked off for 'Use adjustment GL post date for the reversal GL post date'

We have real problems with passwords expiring as people are unable to remember what they've been changed to - especially when you can't change it back for another 10 passwords! This is especially important for our intermittently used volunteer acc...