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...
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.
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 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...
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