NEW FEATURE REQUEST

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Showing 72

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"
4 months ago in Groups 0 Not Prioritized

Improve group list navigation (search, sort, folders)

Make it easier to find specific groups
4 months ago in Groups 1 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

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
3 months ago in Custom Data / Transactions 0 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
about 1 month ago in Letters / Users 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.
4 months ago in Groups 0 Under Consideration

Allow a standard user with no access to transactions to access emails

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

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.
10 months ago in Custom Data 0 Not Prioritized

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
3 months ago in Column Data / Groups 0 Not Prioritized