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.
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
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 ...
Limit a standard user to only see the constituents they're assigned to
Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
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.
Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.
The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
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...
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.