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...
Change a custom field's pick type from "Pick one" to "Pick Multiple"
Sometimes things get more complicated. It would be great to change a custom field data entry from choose one to choose multiple. We have one specific filed that this would benefit from that was converted that way.
Custom field type for urls that's clickable on the profile
It would be nice if we could set a URL someplace other than in the website field for a constituent. Very similar to a clear text custom field, it would be fantastic if I could mark a field as containing a URL so that when presented in the constitu...
Retain the latest custom sort order when toggling between A-Z and Custom orders
when creating appeals its tough to keep the order you like in settings. It would be helpful to freeze your custom order. Another user goes into appeals/settings and hits the AZ butto and it all goes back to Alpha order. Its a pain in the neck
almost 3 years 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.
Retain custom sort order when adding a new value to a custom field
I’m talking about creating fields for transactions. For example I have created a benefit received field. Within that field I have “pick one text.” Whenever I add a value to choose from it changes the custom sort I have saved to a default sort. Why...