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
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Custom Data

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Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
8 months ago in Custom Data / Relationship & Households 2 In Progress

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

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

Link appeals to specific campaigns

Link appeals to specific campaigns so that when entering a gift you only see relevant appeals after you select the campaign.
over 1 year 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

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.
about 1 year ago in Custom Data 0 Not Prioritized

Ability to replicate values from one custom field when creating another custom field

It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
about 1 year ago in Custom Data 0 Not Prioritized

Delete a campaign

If a campaign is created in error it should be deletable if no transactions are associated with it
over 2 years ago in Custom Data 0 Not Prioritized

Add description text for appeals

Create a note field for appeals and funds to allow users to add a description of the appeal/fund. This would be incredibly helpful for organizations with dozens of appeals: to add a date range for an appeal, to understand what each appeal is used ...
about 1 year ago in Custom Data 0 Not Prioritized