NEW FEATURE REQUEST

Settings

Showing 69

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"
4 months ago in Groups 0 Not Prioritized

Improve group list navigation (search, sort, folders)

Make it easier to find specific groups
4 months ago in Groups 1 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.
29 days ago in Letters / Users 0 Not Prioritized

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
3 months ago in Custom Data / Transactions 0 Not Prioritized

Allow a standard user with no access to transactions to access emails

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.
over 1 year ago in Email / Users 4 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.
over 1 year ago in Custom Data 2 Not Prioritized

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
2 months ago in Column Data / 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.
10 months ago in Custom Data 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...
over 1 year ago in Settings 3 Not Prioritized

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
5 months ago in Custom Data 0 Not Prioritized