NEW FEATURE REQUEST

Settings

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Hide inactive values when editing a custom field

I would like to be able to hide inactive values in a custom field list. For example, in our Batch Codes, we have hundreds of inactive/old Batch Codes that we have to scroll through to see our Active Batch Codes when we want to create a new one, et...
4 months ago in Custom Data 0 Not Prioritized

Hide specific constituents from some users

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.
almost 2 years ago in Users 0 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
4 months ago in Custom Data / Relationship & Households 0 Not Prioritized

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,...
12 months ago in Users 0 Not Prioritized

Increase character limit for custom fields

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.
8 months ago in Custom Data 0 Not Prioritized

User permission to prevent specific users from editing specific constituent custom fields

User permission to prevent specific users from editing specific constituent custom fields so that they can edit certain kinds of information.
8 months ago in Users 0 Not Prioritized

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.
about 2 years ago in Users 0 Not Prioritized

Change custom field data type to Text

The ability to change the custom field type from Number to text would be great. I understand that the opposite might not be possible but from number to text won't hurt technically since you can safely convert number to text.
4 months ago in Custom Data 0 Not Prioritized

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...
9 months ago in Integrations / Users 0 Not Prioritized

Delete an appeal

I was looking to clean up our appeals list and i noticed that you can't delete any appeals. I understand why you can't delete any appeal tied to a donation but appeals that do not have a donation tied to them should be able to be deleted.
over 1 year ago in Custom Data 0 Not Prioritized