Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.

Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...

More quickly and accurately enter address information.

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...

Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...

Update the relationship manager on multiple constituents at once more efficiently.

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...