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campaign canvasser/team summary dashboard panel
I'd really like to be able to select which canvassers/teams I want to see in the dashboard. Currently all 64 canvassers linked to the campaign show in one panel, if I could select the specific ones I want to see I can then compare the teams on sep...1
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Recent Gifts dashboard panel needs to have all gift dates option
In order to get a summary of giving to a particular appeal, fund or campaign in Dashboard you need to use the Recent Gifts panel. The date range option is too limiting and needs to allow All Gift Dates. If your appeal or campaign overlaps calendar...1
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Control relationship choices in event registrations.
At present it is possible to let constituents select those names listed as individual relationships in RE as guests when registering for an event. ie their spouse or child. Thsi is great - except that there is no way of limiting which individual r...1
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Add an Events section to Summary Information in a query
It would be great to add an events area within Summary Information to be able to query on the total number of events, for example, that a constituent has attended.0
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Ability to group actions like how events can be grouped
I'd like the ability to group actions like how we can do with events. It would be nice to be able to have the type act as a subcategory and be able to group actions that are related to our capital campaign, or employee campaign from this year vs. ...0
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Query on Is Contact? checkbox
A user would like to be able to query on the Is Contact? field to be able to export only specific contacts.1
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We're adding an attribute for "external affilliations". The attribute and tables were created and now we're in the process of setting the s
We're adding an attribute for "external affilliations". The attribute and tables were created and now we're in the process of setting the sub categories (table) under the attribute in configuration. For each table created, the table name is asking...1
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Participant Notes in event grid
We want to be able to see the Participant Notes in the event grid. Currently our admins have to go to Export or open each Participant to view this information. Putting it in the grid would make it much more accessible and save them time.0
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I would like to see Notepad Type as one of the column choices in the Action Tab.
It would be helpful to be able to choose Notepad Type as one of the column choices in the Action Tab. Notepad Description which is a choice is just a text field and is not focused enough when being accessed by many users. Since you can make specif...0
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order type default
The Order Type field on gifts defaults to "Telephone". We would like to change this default value to "Mail" for our database and we think other clients would like the opportunity to choose their own default value as well. We have set the Order T...