Ability to replicate values from one custom field when creating another custom field
It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
Allow campaigns to be nested under "parent" campaigns. For example, I have a 2024 Annual Fund goal, and I would like to add individual campaigns (Spring Campaign, Year-End Campaign) that roll up into the total for the 2024 Annual Campaign. This is...
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.
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
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 ...
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.
Option to give a standard user view only access to Groups area
In the settings for each user there is a "view only" option for Constituents and Reports and it would be helpful for that to be applicable to Groups as a whole. Users who can edit profiles and edit individual constituents but not edit group names,...
Users should be able to tell which permissions they have
Make it easier for users to identify if they're an Admin or standard user, let standard users see which specific permissions they do and don't have, and clearly indicate who a user can contact in their team to get their access changed.
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.