Pinned feature request
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0
VOTE
Streamline user's time zone selection
There could be an faster way to set a user's time zone so you can spend less time scrolling through the list. This might cover both when you're creating a new user, and when you're updating an existing user's time zone (including your own). Potent...
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Not Prioritized
0
VOTE
1
VOTE
Allow standard non-transaction users to see Dashbord
Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
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Not Prioritized
0
VOTE
Give standard users access to add notes and interactions but not edit constituent profiles
We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
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Not Prioritized
3
VOTE
3
VOTE
Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.
The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
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Not Prioritized
2
VOTE
3
VOTE
Option to give a standard user view only access to Groups area
In the settings for each user there is a "view only" option for Constituents and Reports and it would be helpful for that to be applicable to Groups as a whole. Users who can edit profiles and edit individual constituents but not edit group names,...
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Not Prioritized
7
VOTE
1
VOTE