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.
almost 2 years 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.
almost 2 years ago
in Custom Data
3
Not Prioritized
It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
about 2 years ago
in Groups / Profile
0
Not Prioritized