Constituents
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1
VOTE
Verification check box for important dates on constituent records
Especially with integrated software like TrueGivers potentially adding birthdates to constituent records, it would be helpful to have a "Verification check box" in the Personal information section that we could "check" if a member of our team has ...
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Not Prioritized
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VOTE
Add prefix when adding new constituent via BCC feature
If adding a constituent using the BCC feature, you are currently only able to add the first and last name. When going into their profile, you have to add their title (prefix) and then adjust that in each of th name fields. It is extra work and cou...
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Not Prioritized
1
VOTE
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VOTE
Reduce search bar sensitivity to spaces
We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
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Not Prioritized
2
VOTE
View constituent summary charts as fiscal year
I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
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Not Prioritized
2
VOTE
2
VOTE
Stop including primary contact's name in salutation fields for organizations
When an organization is added and we also include a Primary Contact, the Basic Info partially automatically populates with the primary contact's information. The primary contact is there so we know who the primary contact is, that is not the name ...
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Not Prioritized
2
VOTE