Pinned feature request
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6
VOTE
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
2
Not Prioritized
5
VOTE
6
VOTE
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.
0
Not Prioritized
3
VOTE
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.
0
Not Prioritized
3
VOTE
3
VOTE
3
VOTE
2
VOTE
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 ...
0
Not Prioritized
2
VOTE
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...
0
Not Prioritized
2
VOTE