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Unable to search by Constituent middle name
I would like the ability to add options to the search screen that are not currenlty present.0 Shipped
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BBECRM: One of the original requirements from Oxford was to filter serach by site
Search must be abe to search by site (or sites)0 Shipped
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Make selecting a fundraiser easier
To select a fundraiser you must search trhough all constituents - is there a more efficient way to search for one -
Interactions sort
Interactions are sorted oldest to newest, we would like the default view to be newest to oldest so that the most recent interaction is at the top of the list.0 Shipped
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make the Interaction Status drop down mimic the Plan Status drop down
Currently, the Interaction Status field drop down contains only 'Pending' and 'Completed' options. However, in order to fully streamline the use of interactions and plan steps for our Fundraisers we would like the Interaction Status field to list ...0 Shipped
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Unable to view interaction immediately after it is created.
No description provided -
Unable to add a comment when editing phone number
For research purposes, we need to keep track of why phone numbers changed. -
make address source mandatory
It is not possible to make address source mandatory (we believe it depends on the type of form the field is on - a web form is needed to achieve setting a field as madatory) - when will this one be updated -
Include marital status in constituent update batch
Include an update to marital status in the constituent update batch to be able to update married, divorced, widowed etc. on a constituent record -
Constituent anniversaries and other special dates
As a fundraiser I need a place that I can store wedding anniversaries and other special dates tied to a constituent so that I can remember their special dates when I meet with them.0 Shipped