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VOTE
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
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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...
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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