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.
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...
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.
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.
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.
Option to give a standard user access to accounting/payments features
Option to give a standard user access to accounting features so you don't have to promote them to an Admin, set up scheduled reports, or do work for them. Example features might include: Accounting integrations Payment processing Payouts
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,...
I'm creating custom fields for our database, and I would love to include a note to clarify how this field should be used for all future users of our database. Perhaps something that could show up if we hover over the field.