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Sys Admin login for other users
Greetings! One thing I have found very helpful when using another cloud based CRM software is the ability as Sys Admin to login to another user's instance without having to request their login credentials. For example, there is a login link next t...1
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The ability to restrict access to Date Of Birth constituent info based on security group
Date of Birth is considered personal, private information in many circles. We would appreciate the ability to secure it as we can secure a social security number or credit card number.0
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Security Groups to restrict groups of people to be able to see things.
eTapestry has Security Groups to restrict groups of people to be able to see things like lists, email drafts, etc. This would be hugely beneficial in organizations with lots of users.0
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Add Email as a Column in User Audit History Report
Since email is a more reliably unique identifier, it would be very helpful to have the email associated with the affected user in its own column on the User Audit History report accessed through the Control Panel. This would also make it easier to...0
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Two Factor Authentication development
Hi, To better increase security to the raiser's edge the following developments to two factor authentication should be implemented: Ability to enforce two factor authentication. Either by setting up a security group to say they have to have it...1
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Allow separate batch entry vs. batch approval
It would be great if we could set an admin control so that someone has the ability to create a batch and log the gifts but not approve the batch/gift. This would allow more people to help with gift entry but provide some oversight before things ar...0
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Set permissions for ability for users to check "inactive" box.
We are finding that people are being checked "inactive" in our database, without there being a need. We would love an option to only let certain security groups have the permissions to make this decision.0
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RE 7.96 Patch 8 Consent & Solicit Code editing and view rights
Currently if you disable Consent and solict code under Security for certain security groups this means that users can view the consent details (but not edit them) but any solicit codes on a record are blank. This is not ideal as many of our users ...2
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Option for Supervisors to see when a record has been viewed
If in a medical or public sector organisation it would be useful for good record keeping to have a log of which fundraisers/canvassers have viewed a constituents record and when. At the moment you can only see if the record was changed, when this ...0
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control user name from NXT security that is used for database linkage
Would like to have the ability to control the user name set-up when assigning roles within NXT security that will link and set up the database view user. Currently the database user is automatically generated based on their email address but our o...0