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 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
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...
Allow a standard user to design emails, but not adjust the filters or send
Allow a standard user to design emails, but not adjust the filters or send the email, so that they can provide assistance with content and visual design.
Option to give a standard user access to custom data settings
Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
There could be an faster way to set a user's time zone so you can spend less time scrolling through the list. This might cover both when you're creating a new user, and when you're updating an existing user's time zone (including your own). Potent...