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Add Lookup ID to all inbuilt Data Lists of Constituent records, e.g., Fundraiser Prospect Plan List
For any sizeable database, having just name is not adequate. It's vital that we are considering the correct supporter so please ensure that the Lookup ID is displayed, or at least optionally displayed (i.e., we can turn this on). That way, if we a...0 Reviewed: Voting Open
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do not automatically add constituent's contact information as household's
When using the task ' add to group or household' there is no option to specificy that the constituent's contact information should not be placed onto the household. We need to be able to choose this instead of the information auto-populating.0 Reviewed: Voting Open
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Add a "notes" functionality to research lists & my prospects & plans
This would be useful to anyone reviewing a research list for prospecting purposes. It would be great to have a space to add a note to self about certain individuals or reminders for the next visit, especially if the list is pulled via query on a c...0 Reviewed: Voting Open
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Pending Activity- Add City and State columns
Adding these columns would help our Development and Prospect Staff with managing activity based upon where travel is planned. Until we do our own data list to correct this, our teams are adding the name of the city or state to the objective so the...1 Reviewed: Voting Open
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Allow change of how many days before warning on Prospect Plan Steps to fewer or more days as needed.
Allow the fundraising manager to change the availability before the warning shows up in the Prospect Plan Steps, as some steps could remain open for longer than 90 days, and to choose whether or not to see the warning.0
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have a date range filter on each tab in my fundraiser page
Each user/manager works a bit differently and having the ability to see the my fundraiser tabs such as "Completed Steps", "Pending Steps", "Planned Steps" using a date range specific to the need is much more user friendly than just past 7 days or ...0 Reviewed: Voting Open
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Allow fundraiser who have been end dated to not receive warnings for overdue plan steps My Fundraiser Page
This is useful because fundraiser who has been end dated on a plan step should not receive any warning on their My Fundraiser Page for the overdue step since they are not part of the plan anymore. -
allow fields to be updatable in a datalist
There are many fields we display in datalists that would be great to be able to update in the list instead of having to 'Go to Constituent' or 'Go to Plan'. An example is opportunity dates/amounts on the My Fundraiser Page or on custom datalists.0
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The information in the Summary field of an interaction should be populated in the Objective column of an Interaction on the Pending Activity tab of a Fundraiser page.
When looking at the Pending Activity tab of a Fundraiser page, you can filter the pending activity data list to Include general interactions. When doing so, unlike the pending steps, the Objective field is blank. Since there is no “objective” fiel...0
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Add HTML option to Everydayhero Landing Page customization.
I want to embed a video, but I like the layout of the "pre-made" landing page that Everydayhero provides. I don't want to lose the progress bar or other stats. But I can't do anything but insert photos, and I can't even resize those.0