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Make it possible to copy text in fields without first having to click into them to make them active - e.g., alternative Lookup IDs
I often cross check against a separate database using an alternative Lookup ID to the one in DARS. Currently one has to click into the field... wait.... navigate to the second field and select the whole text...copy and then paste into the separat...1 Will not implement
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The additional of Site Security to the Geo-Coding - Mapping functionality
Currently while using the Constituent Map a system user can disregard site security and view information in other constituent information in other site.0
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Add more batch information fields like Batch committed date to Revenue Ad-hoc query
My organization would like to be able to use more batch fields in our revenue ad-hoc queries. Specifically, we would like to have the batch committed date available but there are certainly others that would be more than welcome too.0 Reviewed: Voting Open
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Add an information source field on attributes
Many times, users question where the data they are seeing came from. Having the information source available on attributes will allow the staff entering the data to clearly state where the data came from so it is clear to all who can view the info...1
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Add the ability to add an extra field into the Batch Template for Interactions Batch
Currently there isn't a way to add fields to a batch template. It would require a batch extension or a new batch type to accomplish this.0 Reviewed: Voting Open
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Allow Grantors (Grantor constituency) to be added in bulk via batch or global change
My organization has hundreds of organizations that we need to designate as a grantor. The problem is that the only way to make an organization a grantor is through the one-off "Add a grantor" task in the Foundations functional area. We think it wo... -
create a copy function for correspondence processes
We could then set up templates for our typical fields and then the user could modify the other fields to match the needs of the correspondence. We are currently having issues with users not using the household function correctly and that would be ...0 Reviewed: Voting Open
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Increase the brightness for the Constituent Density Map
Currently when using the Constituent Density Map the zero density overlay is very dark. If possible we would like to increase the brightness to be more user friendly.1 Reviewed: Voting Open
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Make entry of contact report/interaction on one screen with an option to add it to or request a plan
My fundraisers regularly forget to add their interactions as contact reports inside their plans. Fundraiser then can get confused if they look in their plan and don't see the contact report there because they accidentally entered it as an interact...0 Reviewed: Voting Open
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Change site security to allow users to view but not edit constituents
Currently a user with a role that allows view only rights to constituent records for all sites can edit the contact and relationship information for constituents that are not part of their site. I would like that to be changed so that the user wou...0