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Allow more flexibility with sticky search functionaity
Sticky search is great... until it isn't. I would like to see a few things: Allow the user to turn it off as an option on their profile. In areas where Constituent Search is used, there are times when the context of the search should override ...0 Reviewed: Voting Open
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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 Status4 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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Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
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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
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Add constituent lookup-id/name joint search field to all constituent search forms in the system
On all constituent search firms, we would like to have the combined name/lookup-id field. Especially in the Enhanced Revenue Batch search so you can enter either piece of information. We would also like to add Consistency to all constituent se...1 Reviewed: Voting Open
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Allow search results to come up when "The" is not used
If there is a constituent called "The Abrams Foundation" it will not come up in search if someone looks for "Abrams Foundation." The search function should be able to disregard "the" at the beginning of organization names.2 Reviewed: Voting Open
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Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.1 Reviewed: Voting Open