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Constituent Search with Check Aliases option - results should show constituent name not alias names.
No description provided0
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in 3.0, make the fundraiser search box like the constituent search box
This would be so that you can search by Last, First in the first box0
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Ability to copy an interaction to one or more other constituents
Would like to be able to copy the Interaction to another (or multiple) constituents. Today, must use Edit mode to copy the details (in order to copy the interaction to another constituent).0
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Remove link send email when email is set to Do Not Email
When an email address is set to Do Not Email, it would be helpful to remove the email link in the constituent header to launch an email using that email address. -
Provide a Constituent "Sites" Tile to display all Sites for multi-site constituents
Multi-site organizations need to quickly know which constituents belong to multiple sites. Currently constituent site info is buried on a Constituent's Security tab. BCRM v4.0's new Constituent Profile Summary Tiles would be a perfect way to displ...0
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make the birth date field hideable
Move the birth date to a section that can be hidden via permission settings (similar to social security section) to alleviate concerns of identity theft.0
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Documentation Tab should include Author field on Household and Group records
The documentation tab of Household and Group records does not show the Author field. This data list is inconsistent with how the Documentation tab looks on Individual and Organization records. Arthritis Foundation thinks this will be a problem bec...0 Reviewed: Voting Open
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Add a tab to display "Assigned Jobs"
There is not an easy way to see "Assigned Jobs" on a Volunteer Record. Viewing from the schedule in list view or running a report are the current out of the box options. It would be great to see the full list of jobs associated with the constituen...0
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Add Degree to Constituent Search
Need to add Degree to constituent search screen. This allows us to easily tell "David Jones's" apart in our system when they receive different degrees.0
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Include Spouse Header Information within the Details section of group or comittee page
When selecting a group/committee member a detail box appears that gives all relevant header information (name, address etc). We would like this detail box to include the member's spouse information as well.0