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Rename Phone Number and Phone Type to Contact
Currently Phone Number and Phone Type refer to all contact types such as emails, websites, and phone numbers among many. It's confusing and misleading when querying and exporting
Created 14 May 17:31 by Guest
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1
Vote
The ability to have two median price per units for stock gifts.
There should be a different median price per unit allowed for the main stock gift as opposed to the sold stock gift. We are allowed to put in two different total amounts, the value on the main record and the stock sale amount on the sold stock/pro...
Created 13 May 22:57 by Guest
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1
Vote
Allow alternative description for any fields containing the word "job" in the volunteer module
In volunteering organisations use of the word "job" in relation to tasks that are carried out by volunteers is not acceptable to ensure that there is never any link between employment and volunteering. Given the request for information rights affo...
Created 09 May 17:29 by Jo Tripp
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Vote
I'd like to be able to share dashboards with selected individuals in my organization instead of entire security groups
I'd like to be able to share dashboards with selected individuals in my organization instead of entire security groups
Created 09 May 21:48 by Guest
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1
Vote
I would like the Constituent Directory report be able to filter on the address state.
We often need a list on all constituents who have any one of their valid addresses in a particular state. While I can query to get the list of who, to produce the list of names with addresses in that state, it takes a lot of cleanup of an export.
Created 08 May 19:07 by Guest
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1
Vote
More information displayed on soft credit tab
We have a lot of generations in our database - Jr., Sr., III, etc. It would be wonderful if I could see the ID for the constituent that is soft-credited, as well as the suffix.
Created 08 May 22:44 by Guest
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1
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Add Filter for Groups in the Seating Window
When Seating participants, add filter options to the Group window to allow hide/show unseated participants.
Created 08 May 23:10 by Jennifer Wood
1
1
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restricted gift analysis
Financial report that breaks out restricted vs. unrestricted (applicable to Campaign, Fun and Appeal analysis)
Created 05 May 20:05 by Guest
0
1
Vote
Job Assignments
To be able to create a Constituent query for Job Assignments where you can select the Organisation Name and Constituent ID from the Job Record which it is linked to, likewise with a Constituent export.
Created 02 May 17:25 by Guest
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1
Vote
To be able to link the user security record to a constituent record without the need to flag constituent as a canvasser
We use constituent records to manage user RE training, communications etc. We currently have to flag each user constituent record as a canvasser and then make "Inactive"
Created 02 May 14:02 by Guest
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