NEW FEATURE REQUEST

Settings

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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.
11 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.
12 months ago in Groups / Profile 0 Not Prioritized

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.
almost 2 years ago in Custom Data 0 Not Prioritized

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...
almost 1 year ago in Custom Data 1 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

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
over 2 years ago in Custom Data 0 Not Prioritized

Option to view password on login screen (example: an "eye" button)

With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
over 1 year ago in Users 0 Not Prioritized

User permission to prevent specific users from seeing specific constituent custom fields

Please create security around custom fields such as Windfall imports can only be seen by selected users.
over 1 year ago in Users 0 Not Prioritized

Option to give a standard user access to only view & edit reports in specific folders

Have the ability to create folders in 'Reports' that can have user permissions (some users can access the folder and some can't) This is useful because it would make it much easier to organize and find reports. The user permission came up from a c...
over 2 years ago in Reporting  / Users 0 Not Prioritized

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.
over 1 year ago in Users 0 Not Prioritized