NEW FEATURE REQUEST

Settings

Showing 69

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

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...
5 months ago in Custom Data 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.
5 months ago in Custom Data / Relationship & Households 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.
almost 2 years ago in Custom Data 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.
6 months ago in Custom Data 0 Not Prioritized

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
almost 2 years ago in Users 1 Not Prioritized

One login for multiple organizations

I am a consultant and work with several organizations. I wish I could only use one login and switch back and forth between each organization.
12 months ago in Users 0 Not Prioritized

Allow standard non-transaction users to see Dashbord

Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
6 months ago in Home Dashboard / Users 0 Not Prioritized

Add description text to custom fields

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.
about 1 year ago in Custom Data 0 Not Prioritized