Create a note field for appeals and funds to allow users to add a description of the appeal/fund. This would be incredibly helpful for organizations with dozens of appeals: to add a date range for an appeal, to understand what each appeal is used ...
Having a default value for a custom field would allow for currently blank fields to at least have a value in them, especially if the value is mostly consistent across the organization. It saves time from having to always manually update a field.
Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
Add "group by" view for multi-select columns to only show single values
In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
We are trying to capture the details of contacts in our interaction custom fields and it is character limited, but the Note field allows us to leave any number of characters. We want the custom fields with text to fill unlimited characters.