NEW FEATURE REQUEST

Settings

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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

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.
12 months 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...
about 1 year ago in Custom Data 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.
6 months ago in Custom Data 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.
7 months ago in Custom Data 0 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

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

Include Note, Interaction, and Task IDs in the database backup

Include Note, Interaction, and Task IDs in database backup so that file attachments can be linked to the appropriate record when moving to a different system.
8 months ago in Settings 0 Not Prioritized

Track which constituents are not potential donors

Track which constituents are not potential donors so they can be excluded from the prospective donor group without being deactivated.
9 months ago in Groups / Profile 0 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
over 1 year ago in Users 1 Not Prioritized