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NEW FEATURE REQUEST

Custom Data

Showing 30

Set a default fund for memberships

Set a default fund for memberships so that it's easier to remember which fund to use when you set up a membership schedule by hand.
6 months ago in Custom Data 0 Not Prioritized

Customize sort order of Volunteer Activity field values

The new Volunteer Activity field on Interactions allows custom field values, but there is no way to order those values. The cursor does change to a plus arrow (which usually indicates movement) but you cannot drag the fields. Simple alphabetical s...
over 1 year ago in Custom Data 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
over 1 year ago in Custom Data 0 Not Prioritized

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...
9 months ago in Custom Data 0 Not Prioritized

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.
over 1 year ago in Custom Data 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...
over 1 year ago in Custom Data 0 Not Prioritized

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
about 2 years ago in Custom Data 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

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

Support multiple membership levels with the same name

Support multiple membership levels with the same name
6 months ago in Custom Data 0 Not Prioritized

Customize the membership level sort order

Customize the membership level sort order so that you can display membership levels in an order other than by amount.
6 months ago in Custom Data 0 Not Prioritized