NEW FEATURE REQUEST

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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...
6 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.
7 months ago in Custom Data / Relationship & Households 0 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.
about 1 year 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...
8 months ago in Home Dashboard / Users 0 Not Prioritized

Customize sort order of Volunteer Activity field values

The new Volunteer Activity field on Interactions allows custom field values, but there is no way to order those values. The cursor does change to a plus arrow (which usually indicates movement) but you cannot drag the fields. Simple alphabetical s...
almost 2 years ago in Custom Data 0 Not Prioritized

Delete a relationship role

When my company came over to BLMG, our old database allowed a textbox for relationships, and when we transitioned, each unique field was created as a relationship type. Now we have cleaned up our relationships, but we have nearly 2000 inactive rel...
over 1 year ago in Custom Data 0 Not Prioritized

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.
about 2 years ago in Users 1 Not Prioritized

Way for a standard user with view-only access to transactions to export data

You released the ability to hide transactions from certain user reviews which is really helpful except that then they can't run any reports. so, they can't run a mailing list, for example, to print labels or something like that, which is just basi...
over 1 year ago in Users 0 Not Prioritized

Set a default fund for memberships

Set a default fund for memberships so that it's easier to remember which fund to use when you set up a membership schedule by hand.
10 months ago in Custom Data 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
over 1 year ago in Custom Data 0 Not Prioritized