The dashboard should auto-update and shouldn't require you hit refresh every time you land on the home page.

Gets hard sometimes to remember what you have created. If you could name output titles, would be much clearer.

Implement red check mark for new phone/email, etc. tabs to indicate when information exists in that tab as is done for Bio 1, Bio 2, etc. tabs

It is more efficient to automate this process rather than running a query to identify active pledges with zero balances and then updating the records. Since pledges have payment schedules, RE should know when the last installment is being processed.

Like in query - have a section in Export and Batch to allow users to save and group their work in these areas as well

We can now customize column headings in export, but that doesn't work for multiple phone numbers. When customizing the column heading for phone numbers, each phone number heading changes. I checked with case central, and the rep advised me to post...

As it stands, anyone who has access to the Bio 1 tab can change the constituent ID. What is the point of an ID field if anyone can change it? It would be best if access was restricted in Security (by user group), but as a Business Rule (as it is ...

In 7.92 when adding a new constituent record, the duplicate search screen allows you to mark the newly added record as "not a duplicate" to pre-existing records - this will exclude these records as possible matches in the duplicate constituent rep...