Settings
Sort by:
Trending
Status:
Showing 72
1
VOTE
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.
0
Not Prioritized
1
VOTE
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...
0
Not Prioritized
1
VOTE
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
0
Not Prioritized
0
VOTE
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...
0
Not Prioritized
0
VOTE
Give standard users access to add notes and interactions but not edit constituent profiles
We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
0
Not Prioritized
0
VOTE
0
VOTE
0
VOTE
0
VOTE
0
VOTE