NEW FEATURE REQUEST

Groups

Showing 16

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

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

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

Add a constituent to a group using the API

The ability to add a constituent to a group via the REST API, a typical use case would be any constituent who signs up to an event for a young professional event can be tagged into the YP group on insert
5 months ago in Groups / Integrations 0 Under Consideration

Select Groups when adding a new constituent

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...
over 1 year ago in Groups / Profile 0 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
5 months ago in Forms / Groups 0 Not Prioritized

See User-defined Groups in the constituent header or summary

See User-defined Groups in the constituent header so you don't have to check on the Profile page to see which segments a constituent is in.
9 months ago in Groups / Summary & Header 0 Not Prioritized

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
4 months ago in Groups 1 Not Prioritized