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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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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
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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 Reviewed: Voting Open
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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... -
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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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
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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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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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Rename constituent advanced search label "Only search primary addresses"
When you are searching for a constituent, and click the Advanced Search button there is a check box for "Only search primary addresses". This checkbox restricts the search to not only primary addresses but any primary contact field such as phone ...0 Reviewed: Voting Open