NEW FEATURE REQUEST

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Showing 73 of 815

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
3 months ago in Custom Data / Relationship & Households 0 In Progress

Easier way to move constituents from one group to another

Easier way to move constituents from one group to another, for example updating someone from "Board Member" to "Former Board Member"
9 months ago in Groups 0 Not Prioritized

Improve group list navigation (search, sort, folders)

Make it easier to find specific groups
9 months ago in Groups 3 Not Prioritized

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
over 1 year ago in Groups / Summary & Header 0 Under Consideration

Allow a standard user with no access to transactions to access the Emails section in Communications

Allow a standard user with no access to transactions to have limited access to emails so that they can design & send mass emails without seeing giving information.
over 1 year ago in Email / Users 4 Not Prioritized

Set up some custom fields to only be available for Organization type constituents

Set up some custom fields to only be available for Organization type constituents so that you don't have to see those empty fields on an individual constituent's profile.
over 1 year ago in Custom Data 2 Not Prioritized

Add constituent to a specific group when they submit an online form

I need the ability for a user filling out a Constituent form to be automatically added to a specific User Group based on which form they fill out
10 months ago in Forms / Groups 3 Not Prioritized

Checkbox custom fields

A way to indicate a custom field should be a checkbox so that you don't need to create a True/False field.
about 1 year ago in Custom Data 0 Not Prioritized

Dynamic donor giving level groups

Dynamic donor giving level groups to automatically categorize current donors based on their cumulative giving over the last 13 months.
9 months ago in Groups 0 Under Consideration

Delete a value from pick-multiple and pick-one custom fields

Delete a custom field value without deleting the entire field or painstakingly removing the value from each constituent record.
about 2 years ago in Custom Data 0 Not Prioritized