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Interaction category change should blank out sub-category
When editing an interaction the user can change the category and it appears to save. But it doesn't save the change unless the subcategory is edited too. There is no warning or alert about changing the subcategory too so this causes the user to in...0 Shipped
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add start and end dates on email address
We would like email addresses to function exactly the same way address and phone do - including a start and end date which would allow us to capture history and help us locate our donors easier and more accurately.0 Shipped
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No End dates available on email addresses
No end dates on Email addresses0 Shipped
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Search Phone Number LookUp Field / Email Lookup Field
Hello. Having the ability within CRM / Constituent Search window to lookup an individual by a phone number or email address would be helpful. In particular, if their contact information is not available. This applies to an / Organization search to...1 Shipped
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Donor constituency should consider pledges
We want to mark Constituents as members of the Donor constituency when they first make a pledge that is posted to GL, and not wait until they make their first payment. Please provide an option for the Donor constituency so we can choose to do this.0 Shipped
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Unable to create recurring interactions
I have some interactions that will occur each month, such as a phone call. I would like to set this up as recurring so that I don't have to keep re-entering it.0 Shipped
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Unable to view the info source of a constituent's address without editing it.
I want the ability to quickly see where an address came from. -
Default interactions to descending date order
Change interactions to display in descending date order by default. Some of propsects have many interactions that go back many years and each time we bring up Interactions, we have to do this in order to see recent activity. -
Unable to search by Constituent middle name
I would like the ability to add options to the search screen that are not currenlty present. -
Interactions sort
Interactions are sorted oldest to newest, we would like the default view to be newest to oldest so that the most recent interaction is at the top of the list.0 Shipped