-
Deceased date - not allow users to enter a future date value
No description provided1 Will not implement
-
Customize column order in search output order
We love the ability to resize the columns and have it stay! We'd also really like it if users could re-order columns in the search results (and have them stick). For example in the Prospect Constituent search most users would like to see the Prosp...0
-
add type of contact to org relationship page detail
the current column of 'type' is contact instead of the type of contact the individual is1
-
Issue searching for names featuring accents
There is a serious search issue, namely that unless a search term contains exactly the accent or non-standard character which appears in the constituent name as recorded, the record will not be retrieved. For example, searching for Esmee retrieve...2 Reviewed: Voting Open
-
Constituent Merge - Preview Merge - Show in side-by-side windows
When you are using the preview merge tab in a duplicate merge, it would be create to be able to view the target and source records in a side by side. Currently, you have to "go to target" then go back and then click "go to source". Often times it ...0 Reviewed: Voting Open
-
Delete interactions via a global change
Allow users the abiity to delete interactions via a global change. There ae times when interactions were added to constituent records via a global change in error. -
allow Social Media account information to be included when mering duplicate Constituents
As a user, I want Social Media Account information to be included when I merge constituent records. This information does not get included when merging duplicate records.2 Reviewed: Voting Open
-
Solicit Code add/change history to be available per constituent, not just in audit table
Investigating constituent solicit code additions/changes is very difficult using the audit table CONSTITUENTSOLICITCODE. Would be great if "Solicit codes" was one of the available field types in the History function from the Constituent view. (See...0 Reviewed: Voting Open
-
Add the "Copy household address" or "Copy household's primary contact information" option to the Add constituent to household form
If an individual is added to a household from the household record, the Add a household member form has the option to copy household's primary contact information to the new household member. However, when adding an individual constituent to a hou...1 Reviewed: Voting Open
-
Add functionality allowing contribution based memberships to be transferred over in a constituent merge
Currently, when attempting to merge two constituents, an error is thrown if the source constituent has a contribution-based membership. The error is "You cannot merge constituents that have a membership program that allows contribution payments". ...