NEW FEATURE REQUEST

Settings

Showing 73

"I forgot my username" option on the login page

Adding an "I forgot my username" option would let you & your teammates look up you username on your own without sending an email to the support team.
over 1 year ago in Users 0 Not Prioritized

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
over 1 year ago in Users 0 Not Prioritized

Customize the names of the system-defined groups

Groups is a good feature, but I would like to edit the Bloomerang-created group names
almost 2 years ago in Groups 0 Not Prioritized

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...
almost 2 years ago in Custom Data 0 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
4 months ago in Letters / Users 0 Not Prioritized

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...
7 months ago in Users 0 Not Prioritized

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
7 months ago in Groups 0 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
9 months ago in Groups 0 Not Prioritized

Dynamic group for all members, not just active members in each level

Dynamic group for all members. Possible ideas: Include all current members, or all members Drilldown filter for membership status Drilldown filter for membership level
9 months ago in Groups 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
9 months ago in Bulk Update / Custom Data 0 Not Prioritized