We're hosted. We moved to Office365 and would like to be able to integrate to Outlook.

Some fields are available to be entered in Raiser's Edge but can't be made a "Required" field, even if their integral for reporting. For instance, the "Campaign" field in a proposal is cannot be made a required field. To ensure this field is pop...

Recently we had a gift that came in that had documents that needed to be signed and returned. Becuase we want anyone looking at that gift to have all the details we tried inserting a pdf of the contract on the record. I would not let us. I would l...

Our business office wants me to correct the GL distribution of stock sales in our endowment funds. We have 128 funds, with six instances of that account number in each fund. A global change (or export/import) facility would be very helpful with th...

people at events often want to donate above the registration fees

Trying to reconcile stand alone disbursement reports with transaction specific details such as LO form ID or RE appeal and other information is time consuming. Currently it requires exporting the disbursement report and a matching RE export on a w...

A Donor specifically asked this week for that to be shown on his receipt-statement, which is logical: No goods or services were provided to the donor in exchange for the above contributions(s).

I would like the ability to adjust the gift type. For example, if someone mistakenly enters cash instead of planned gift for a bequest, it would be great to be able to change the type rather than deleting the gift. Thanks.

We have a lot of custom reports, many for different divisions of the business. Would be great to be able to sort them into files like a query or an export so people don't need to search out what they're looking for.

When processing a withdrawn student from Core through Connect RE the grad year that was in the education area is deleted. Advancement uses this area to review what year a withdrawn student would have graduated.