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Rename constituent advanced search label "Only search primary addresses"
When you are searching for a constituent, and click the Advanced Search button there is a check box for "Only search primary addresses". This checkbox restricts the search to not only primary addresses but any primary contact field such as phone ...0 Reviewed: Voting Open
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status4 Reviewed: Voting Open
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Add finder number to a constituent search screen
Add "finder number" to a constituent search screen for easier search functionality. Often times we'll have the finder number but not the lookup ID which makes it almost very difficult, if not impossible to open a constituent record. This is impo...1 Reviewed: Voting Open
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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 separa...1 Will not implement
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Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them...0 Reviewed: Voting Open
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Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
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Change "Constituent Search by Name or Lookup ID" search list to not return Organizations or Groups which don't match directly
At the moment, if we search for Constituents with a given email address, the search not only finds any records which contain that email address, but any Organization, Group or Household records which have a member with that email address. This is...0
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Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0
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provide search filters on the new search lists that paginate
In v3.0 we understand the move to pagination of data lists but it is making searching more time consuming and frustrating. We would like to have filters available to minimize results that show in the data lists. We could even see having a 'view a... -
Transaction Search Screen - only show active recurring gifts
On the transaction search screen when looking up a constituents recurring gifts - all of the recurring gifts are shown on the screen. Including the terminated and completed ones. Would like the ability to see only current active ones. If you ne...0