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NEW FEATURE REQUEST

Pinned feature request

PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
PINNED 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!!

Settings

Showing 69

Improve group list navigation (search, sort, folders)

Make it easier to find specific groups
about 1 year ago in Groups 4 Not Prioritized

Add constituent to a specific group when they submit an online form

I need the ability for a user filling out a Constituent form to be automatically added to a specific User Group based on which form they fill out
over 1 year ago in Forms / Groups / Journey Automation 5 Not Prioritized

Easier way to move constituents from one group to another

Easier way to move constituents from one group to another, for example updating someone from "Board Member" to "Former Board Member"
about 1 year ago in Groups 0 Not Prioritized

Checkbox custom fields

A way to indicate a custom field should be a checkbox so that you don't need to create a True/False field.
over 1 year ago in Custom Data 0 Not Prioritized

Set up some custom fields to only be available for Organization type constituents

Set up some custom fields to only be available for Organization type constituents so that you don't have to see those empty fields on an individual constituent's profile.
about 2 years ago in Custom Data 4 Not Prioritized

Allow a standard user with no access to transactions to access the Emails section in Communications

Allow a standard user with no access to transactions to have limited access to emails so that they can design & send mass emails without seeing giving information.
about 2 years ago in Email / Users 4 Not Prioritized

Select Groups when adding a new constituent

It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
over 2 years ago in Groups / Profile 0 Not Prioritized

View a history of every time data has been changed

It would be helpful to have functionality for Admins to be able to see a change log/ database changes. i.e. changes to records, deletions, new records, etc. This is useful for auditing purposes and to see on a global scale what recent changes have...
about 2 years ago in Settings 4 Not Prioritized

Delete a value from pick-multiple and pick-one custom fields

Delete a custom field value without deleting the entire field or painstakingly removing the value from each constituent record.
over 2 years ago in Custom Data 0 Not Prioritized

"Add New" Option in Custom Data Dropdowns when creating a donation record

When entering a new donation, have an "Add New" option for the dropdowns like Campaign and Appeal. This helps streamline entry of gifts when for a new appeal or campaign.
over 1 year ago in Custom Data / Transactions 0 Not Prioritized