NEW FEATURE REQUEST

Constituents

Showing 164

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
about 1 month ago in Custom Data / Relationship & Households 0 In Progress
305 VOTE

Advanced filtering options on the timeline

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...
over 1 year ago in Timeline 33 Under Consideration
404 VOTE

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.
about 2 years ago in Summary & Header 32 Under Consideration

Show Relationship Note in the list of Relationships

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...
2 months ago in Relationship & Households 1 Not Prioritized
132 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
about 2 years ago in Profile 1 Not Prioritized

Update all salutation name fields when changing a constituent's name

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)
over 1 year ago in Profile 2 Not Prioritized
103 VOTE

Better workflow when household member becomes deceased

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.
about 2 years ago in Relationship & Households 4 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
4 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Maiden Name or Alias field to check when searching

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.
about 2 years ago in Search 5 Not Prioritized

Stronger visual distinction between timeline items

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, ...
about 2 years ago in Timeline 0 Under Consideration