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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
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status3 Reviewed: Voting Open
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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 impo...1 Reviewed: Voting Open
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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... -
Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
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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
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provide search filters on the new search lists that paginate
In v3.0 we understand the move to pagination of data lists but it is making searching more time consuming and frustrating. We would like to have filters available to minimize results that show in the data lists. We could even see having a 'view a... -
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 ...1 Shipped
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Transaction Search Screen - only show active recurring gifts
On the transaction search screen when looking up a constituents recurring gifts - all of the recurring gifts are shown on the screen. Including the terminated and completed ones. Would like the ability to see only current active ones. If you ne...0
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Put a "designation filter" on Transaction search
People call me all the time and want to know when so and so made their last gift to fund 301275. If we had a designation filter on transaction search I could just type in the last name and the fund and whammo - done0