-
Constituent Search: User Defaults Needed
Allow each user to set their own defaults on Constituent Search. For example, I don't want to have to uncheck/recheck the same options every time.0 Shipped
-
Allow "Site" field to be added to the constituent search form AND summary area on each page
In federated agencies, the "site' field drives a lot of decision making decisions. Curently, the "site" field is hidden in the security tab which is often too late. This field should be on the list of fields that can be added to the constituent se...1 Shipped
-
Search: Sort Transaction search results most recent first
In transaction search results, sort the most recent transaction first. Apply this sort before the row limit.0 Shipped
-
Add ability to search for constituents by email address
often people have similar names and even in similar cities, but if I have an email address, that is unique to each constituent, so would make searching easier.1 Shipped
-
Constituent Search screen: View recently reviewed records
Previously reviewed records are not listed. Is it possible to have a list of recently opened records available on the Search screen?0 Shipped
-
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
-
Unable to search by Constituent middle name
I would like the ability to add options to the search screen that are not currenlty present.0 Shipped