Pinned feature request
Constituents
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5
VOTE
51
VOTE
22
VOTE
Ability to create a constituent summary / one-pager report
Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
1
Not Prioritized
52
VOTE
22
VOTE
Streamline creating organization contacts/employees
Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
2
Not Prioritized
27
VOTE
33
VOTE
Built-in support for seasonal addresses
Built-in support for seasonal addresses. Some ideas might include: A way for you to indicate the date range when an address is where a constituent prefers to receive mail Automatically changing which address is primary so you don't have to remember
1
Not Prioritized
19
VOTE
Manage an organization's primary contact easily in a list of all organization contacts
See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
0
Not Prioritized
15
VOTE
11
VOTE