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The ability to use queries and selections to populate Groups
A helpful piece of functionality for Oxford would be for the ability to use queries and selections of individuals to populate Groups. At present Groups can only be added to one individual at a time. Likely scenarios where this would benefit user...0 Shipped
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Add a "Do not text message" flag to constituent phone numbers
My organization would like the Add and Edit phone number forms to have an additional flag, to mark phone numbers as "Do not text message", similar to the "Do not call" checkbox.6 Shipped
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Having the appeal automatcially (default) populate from a pledge or event registration
When you are paying off a pledge or an event registration in batch, the appeal from the original pledge or registration does not automatically populate. This can cause GL error message or user issues if they don't know what appeal this should be t...0 Shipped
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Ability to add gender codes
We need the ability to add additional genders to the gender table. In our interface with the University, they are sending us the gender "Transgender". We are also getting more requests for genders other than male and female.9 Shipped
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Add ability for users to mark stewardship plans as historical
This is a feature that exists for Prospect Plans, which parallel Stewardship Plans in many ways. We have a number of donors who will have robust (and multiple) stewardship plans that could be going on all at the same time. Over time if we are unab...6 Shipped
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Allow Import of solicit codes
We frequently receive these fields in files from our suppliers. They should be able to be imported directly, not just imported as attributes and then converted via other processes2 Shipped
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Ad Hoc Query - Copy and Paste a spreadsheet column into query operator
We would like to be able to cut and paste values from an Excel column into ‘One of’ criteria values in Ad-Hoc Query. For example, we have an Excel containing a column of Lookup IDs or Zip codes and we want to paste these into the 'One of' Lookup I...10 Shipped
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Constituent Search: User Defaults Needed
Allow each user to set their own defaults on Constituent Search. For example, I don't want to have to uncheck/recheck the same options every time. -
Filter my fundraiser page
I was discussing prospect management with my team and they were complaining about the My Fundraiser page. Their issue was that with c200 prospects each it is often impossible to keep track of so many alumnae on one page. I think it would be very...1 Shipped
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Allow a data list to be copied
Allow a data list to be copied or provide a save as function on the create data list function so that when creating similar data lists the whole data list doesn't have to be recreated.9 Shipped