-
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
-
Add finder number to a constituent search screen
Add "finder number" to a constituent search screen for easier search functionality. Often times we'll have the finder number but not the lookup ID which makes it almost very difficult, if not impossible to open a constituent record. This is import...1 Reviewed: Voting Open
-
have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...0 Reviewed: Voting Open
-
Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them...0 Reviewed: Voting Open
-
Add a Group Member search list or group member search criteria to an existing search list
My organization would like for the existing constituent search list(s) to have functionality allowing users to search for a group record (using name, lookup ID, contact info, etc.) and the search list results are just members of that group. As an ...0 Reviewed: Voting Open
-
Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0 Reviewed: Voting Open
-
Search for a constituent by GUID in query
Unless there is something I’m missing in regards to steps, I think we should submit this to the idea bank as I’d love to be able filter by GUID. The query tool allows you to bring over the GUID field as a filter, but doesn’t allow you to use it. ... -
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
-
Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.0 Reviewed: Voting Open
-
Allow the Constituent Search to be extended through the SDK
Not looking to add new fields, just to be able to change defaults and customize the interface. I have a client that would like name criteria to be filled in when searching, and would like "Check Alternate Lookup ID's" to always be checked.0 Reviewed: Voting Open