Pinned feature request
PINNED
Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
Constituents
Sort by:
Trending
Status:
Showing 165
5
VOTE
Include household Account Number in reports for individual constituents
This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
0
Not Prioritized
1
VOTE
5
VOTE
4
VOTE
4
VOTE
3
VOTE
View specific custom fields on the Constituent Dashboard and search results
It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
0
Not Prioritized
2
VOTE
2
VOTE
Add an External ID field to constituents
Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
0
Not Prioritized
3
VOTE
Return cursor to search bar after searching or deleting search string
Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...
0
Not Prioritized
3
VOTE