Pinned feature request
PINNED
Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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Standardize and clarify household vs constituent grouping across reports and communications
Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
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Make telephone clickable so that browser will offer option to make call via your cell phone
Many websites tag the telephone number to be clickable and allow the browser to interpret that to offer the available options to make the call through other apps or to send it to your cell phone. This is would make phone campaigns much more effici...
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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.
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Change search type after entering search string
It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
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Not Prioritized
2
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