We may want to analyze our consent records by exporting a query and including consent information for each record.

The ability to assign portfolio access permissions to specific users. For example an assistant can view their managing DO's portfolio to help with contact report and opportunity entry. Right now it all portfolios or just yours, and when you are an...

I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.

In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in t...

Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.

Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employ...

Allow administrators to view the login history for users, i.e. the last time a given user logged in to RE.

It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc

When running any canned reports, such as the Gift Summary report, the amount applied to split gifts is not shown - only the full gift amount is displayed for each fund the gift is allocated to. This should show exactly how much is allocated to eac...

When you view gifts on a constituent record, it would be really useful to have a running cumulative total of all donations ever at the bottom of the screen, as often I will be asked 'how much has XYZ raised ever?' and it would be easier to view li...