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add site security to the listbuilder save and open functionality
add site security to the listbuilder save and open functionality0 Reviewed: Voting Open
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Make the Giving List report Site Secure
Just recently moved to 4.0 and were excited to have the Giving list. Unfortunately it is not site secure would love for the giving list to be site secure so that only those sites can see there sites0
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Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?0 Reviewed: Voting Open
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Export Filtering of relationships within a certain site ID
When in export you add relationships for an organization we would like to see Site added to the fields that can be filtered. This way if an organization say Bank of America has 20 contacts and only 5 of them are related to a site that only those 5... -
Deselect individual sites when the top level is selected in role assigments
When assigning roles to a user, if an administrator wants to add all sites bar 1 and click on the top level of the tree they are unable to deselect any of the sites below it. We would expect to be able to click on the top level for the colleges an... -
Globally make site a required field
This would allow each area that uses 'Site' to become a required field. This would be a change that updates each Site field throughout CRM and not needed to be done individually or by a database/technology consultant. Organizations who may have 2 ...0 Reviewed: Voting Open
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Lack of site security in certain areas - ie. drop downs
Federated and chapter organizations rely heavily on site security to conduct business. This allows multiple sites to operate within the same system, while creating barriers between sites, when and if needed through a security plan. While the ent...0
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Create global change categories to add/delete sites on to features.
Clients often need to add or change sites on features separately from the sites on constituent records. This is most critically needed on interactions, communications, prospect plans, and planned gifts. Many clients decide to implement some form o...2 Reviewed: Voting Open
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Constituent Merge Process should be site secured
The Constituent merge processes that are set up are not site secured. This would be consistent with other processes that are set up throughout the system and would be helpful in a federated agency. -
Enable site security on all KPIs
Currently, only certain KPIs have a Sites tab that allows us to filter results by a specific site. We'd like this to be available for all KPIs, and we'd also like to be able to be able to restrict who can see certain KPIs by site.0