NEW FEATURE REQUEST

Constituents

Showing 164

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
3 months ago in Profile 0 Not Prioritized

Default the state to match your organization's state when creating new constituents

Default the state to match your organization's state when creating new constituents so that you only have to select a state when the constituent is not local.
over 1 year ago in Profile 0 Not Prioritized

See tribute details about a transaction on the timeline

See details about whether a transaction is linked to a tribute from the timeline, without opening the transaction.
over 1 year ago in Timeline 1 Not Prioritized

See attachment indicator on the timeline

See if a transaction, interaction, or note has an attachment when you view the timeline, without having to filter for items that have attachments.
over 1 year ago in Timeline 0 Not Prioritized

Search for a constituent based on a custom field

At the time we were considering Bloomerang, we emphasized the need to search our constituents by our institutions ID # and was told we could. During implementation, we learned that was not an option but could request it to be added as a Feature.
over 1 year ago in Search 0 Not Prioritized

View email status on timeline

When viewing a constituent's timeline, I would love to see the status of mass email interactions (whether it was opened, unopened, or bounced). Right now, a quick glance of the timeline shows me supposed interactions and can give the impression th...
over 1 year ago in Timeline 1 Not Prioritized

Group relationships into categories

As we continue to add "relationships" with some of our constituents who are Universities, we would like to reorganize the relationships so that employees are together, and our Fellow cohorts are together.
10 months ago in Relationship & Households 0 Not Prioritized

Create a constituent from the relationship screen

It would make sense and save time that if you search for a constituent in the relationship screen and are unable to find them then you could have the option to add them, otherwise you have to back out of it and go to a whole new screen to add them...
almost 2 years ago in Relationship & Households 3 Not Prioritized

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
7 months ago in Search 0 Not Prioritized

See System-defined static Groups in the constituent header or summary

See Static Groups in the constituent header so you don't have to check on the Profile page to see if someone is as a board member, former board member, volunteer, or staff.
11 months ago in Groups / Summary & Header 0 Not Prioritized