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Export Portal Linked Users
Pull a list of users who are linked to the portal.0
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Ability to see history of changes on constituent record
Currently we can only see who LAST changed a record, not what they changed about it. It would be great to have a viewable history for every record showing who changed what and when.2
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Select Multiple email addresses as primary!
We NEED to be able to select multiple email addresses as primary to be able to fully use this system. We have couples who both would like to receive emails, and people who need to receive emails/invoices/etc at home and work. This is an oversight ...0
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More options when adding new consituent
When adding a new constituent add the ability to include a spouse's name, and position/title...etc. Their are a bunch of things that could/should be included when adding a new constituent.1
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Allow multiple positions/role at one Org under the one relationship
Constituents with multiple roles/position at the same organisation should be combined under the one relationship listing.1
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Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?0
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Is there a way to add the "Gives Anonymously" tag to the tags column when pulling a constituent list?
This would help tremendously when pulling lists of donors for an event or campaign to put in a program or newsletters so as to not inadvertently include anonymous donors names.0
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Nickname field auto populate with first name
This would help with gift entry and setting up merge fields0
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Display notes from Org 1 tab in web view
Apologies if this idea is already listed somewhere else... let me know if so, and I'll happily add my vote to the other listing! Apparently, data entered in the "Notes" section on the Org 1 tab of constituent records in RE7 does not display anywhe...2
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Have a section in the constituent header for name pronunciation.
Currently the only place we have to add any kind of pronunciation details is in the notes section, which gets buried in the constituent record. Having a pronunciation tab front and center would be very helpful when gearing up to solicit or meet wi...1