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...
Constituents
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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
23
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
28
VOTE
17
VOTE
5
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
24
VOTE