It would be handy to be able to move gift to another record. Sometimes it's been recorded in error. I know how to merge records only selecting "gifts" option; but this only works if there is 1 gift in constituent record. Now I need to move just one of other existing gifts.

Currently users who need a function with a start and end date use Constituency Code, meaning we now have hundreds of constituency codes, and are unable to annote these data. By having two dates on attributes, we would be able to manage time dependent data (e.g. the period over which someone belonged to a particular club/activity) PLUS (unlike constituency codes) we'd be able to use the existing Comment field to describe/abnnotate the attribute
e.g:
Category: Clubs & Societies
Description: Rowing Club
(Start) Date: 01/08/48
End Date: 31/07/51
Comments: Fixtures Sec 49/50, Club President 50/51

Very frustrating when working and unable to see all of data in field on screen due to small size of window.
Window at least needs to be large enough to see all of data. Would like option to set a default size

In tab "2: Fields to Include" in Mail there have been arbitrary decisions made on what fields would be available to use in a Merge. If the field I want to use is not listed I must use Export to create the merge, preventing me from taking advantage of things like marking gifts as receipted.

All mail functions should have a full field list available as we do in Export.

The plugin Import-o-matic contains basic functionality that RE ought to have for every user. Instead of having to figure out all the mapping and do multiple imports to make a complete record. You should be able to map whole records at one time and in one place. If you can exporrt all the fields at once, why can't you import them all at once?

We cannot tell who has added a solicit code, Constituent code nor Constituent Attribute as there is no properties info.

Currently an individual relationship when marked as a contact can only be assigned a single Contact Type. So when someone is both the Executive Officer, Annual Report Contact, Tax Receipt Contact (ect...) the only way to manage this is to build multiple relationships in RE.

Contact type should be assigned and configured similar to constituent codes allowing you to have multiple contact types with date from and date to.

Have the option to click on a button to have just "Head of Household" records show up in queries. (entered here will determine the records that are output)

Somehow this fiscal year/ last fiscal year, this calendar year/last calendar year are not always options in RE in query/reports. Can we make this consistent?

When opening each participant to review their guests and make sure that they are seated accoring to what they paid for..after opening up one registrant and closing, the system brings you back to the top of the list. You have to continue to scroll down to get to the next person you are reviewing. Wish the curser would just stay where you have left off so that no one is missed during the review process.

Same summary fields in export as you have in query. For example, total receipt amount in available in query but not in export.

Create a single, centralized repository for uploading merge letters to Raiser's Edge. It is outrageous to have to upload an updated merge letter 4+ times to be able to be able to access it from different areas of RE. A single repository that allows users to select where and how it is implemented would greatly increase efficiency.

At the moment if one has to design a query that may involve multiple AND or OR statements, one has to click and drag and enter every single criteria. It would be easier to copy the criteria, paste it just below and amend the criteria necessary. It would make Query more flexible and more SQL-like.

Add a comment field for constituency codes to allow for more defined infomation

I wish we could move multiple queries simultaneously to a folder at the same time when organizing them, rather than one by painful one. I can not possibly be the first to suggest this, but couldn't find it in search.

Currently there is no way to identify which contact at larger organizations was the point of contact for a specific gift and therefore we cannot send acknowledgement or follow up correspondence to a specific individual.

I would like to see a contact field option available on a gift record similar to that found on action or proposal records.

Sometimes you need to export just specific proposals or run reports on specific proposals. Currently, when you export proposals, you have to export all proposals related to a constituent.