NEW FEATURE REQUEST

Custom Data

Showing 31 of 867

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
5 months ago in Custom Data / Relationship & Households 1 In Progress

Hide inactive values when editing a custom field

I would like to be able to hide inactive values in a custom field list. For example, in our Batch Codes, we have hundreds of inactive/old Batch Codes that we have to scroll through to see our Active Batch Codes when we want to create a new one, et...
10 months ago in Custom Data 0 Not Prioritized

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
10 months ago in Custom Data / Transactions 0 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
10 months ago in Custom Data / Relationship & Households 0 Not Prioritized

Default value for a custom field

Having a default value for a custom field would allow for currently blank fields to at least have a value in them, especially if the value is mostly consistent across the organization. It saves time from having to always manually update a field.
10 months ago in Custom Data 0 Not Prioritized

Change custom field data type to Text

The ability to change the custom field type from Number to text would be great. I understand that the opposite might not be possible but from number to text won't hurt technically since you can safely convert number to text.
10 months ago in Custom Data 0 Not Prioritized

Ability to replicate values from one custom field when creating another custom field

It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
11 months ago in Custom Data 0 Not Prioritized

Add description text for appeals

Create a note field for appeals and funds to allow users to add a description of the appeal/fund. This would be incredibly helpful for organizations with dozens of appeals: to add a date range for an appeal, to understand what each appeal is used ...
12 months ago in Custom Data 0 Not Prioritized

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
about 1 year ago in Custom Data 0 Not Prioritized

Support longer descriptions for membership benefits

Support longer descriptions for membership benefits so that you can list more detailed benefits as merge fields in communications.
about 1 year ago in Custom Data 0 Not Prioritized