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Create organizational hierarchies including business units
It would be useful if CRM had an overarching organizational hierarchy built into it that united data from multiple functional areas. The goal would be to give a single manager (or executive) the ability to track all the staff, fundraisers, events ...0
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Fix the tab order in the Add Interactions screen
In version 3.0, the tab order jumps all over the fields in an illogical order. This makes it difficult for users to enter interactions with efficiency. In v2.91, the tab order used to proceed down the left column before moving over to the right.0
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next/previous interaction button
It would be good to add a next/previous button on the interaction view screen so that users can toggle across an interaction history without clicking out of one interaction and then into another.0
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Add a tick-box for Job Title when exporting/merging addresses for communications
It would be great if we could have a tick-box to include the job title when exporting/merging addresses for communications ( so marketing efforts, write a letter, etc).0
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restrict the adresses options that are available in mailing preferences to only show addresses that do not have an end date.
If I add a mailing preference for a constituent, I am presented with every address that is on the constituents contact tab, even if it has an end date. The only ones that do not appear are addresses that are flagged as "do not contact". Addresses...1
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Address Fields - Add Property Name field
We have a number of addresses with a Property Name that has been supplied by the constituents. If this information is present, it indicates it has been supplied by a constituent to us or we have a personal relationship with the constituent to know...0
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Organization sort
It'll be great to have an "organization sort". If you have organizations like The Bill and Melinda Gates Foundation, we'd like to sort by the letter G in Gates, not B in Bill or T in The.0 Reviewed: Voting Open
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add a flag for 'does not have children'
In thinking about planned giving, it would be great to know that if an officer has direct knowledge of a prospect’s lack of children, there would be a way to capture that information.0
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Merging duplicate Constituents - Relationship Manager issues
When merging duplicate Constituents the 'Constituent Relationship Manager' from the Source does not transfer over to the Target.0
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Not change primary address status when using "Copy address to household and members"
When adding a new primary address to a married constituent and using the option "Copy address to household and members", the spouse constituent will also get the new address as primary. Instead, could the primary flag on the spouse constituent be ...0