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Correspondence would be able to have a default query
Many of my correspondence items use the same query all the time. It would be great if the correspondence items would he able to have a default query option just like the reports do. I would think that this would be easy to implement, seeing that ...0
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Fields for constituents' social media info
Have you considered adding fields to the constituent's record where you could save links to his/her LinkedIn and Facebook profiles and include their Twitter and Instagram usersnames? I think that would be handy.1 Already Works That Way.
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Remove ecommerce, One-Off, Merged notes from a contact report
Is there a way I can remove ecommerce, One-Off, Merged notes from a contact report we have built to autorun? We just want to see notes added to journals not system notes.0
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Advanced Search page
It used to be that when you entered all the data on the advanced search page, if you added a new account, all the information would automatically populate from the advanced find screen. Now it does not.1
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On the Journal page, once you apply a filter and then select one of the journal entries, when you hit the back arrow it doesn't go back to your filtered results. You have to reset the filter to go look into a different journal entry.
Frustrating and time consuming to have to repeatedly reset the filter. Please add another category such as "viewing data" to the category list for ideas.0
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More user friendly queries and reports
I attempted to run a query of a particular fund of givers over a certain dollar amount, but it was leaving out those who had paid in pledge payments totaling that amount. This is basic stuff and it shouldn't require running two queries to include ...0
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Pronouns field - default option
Knowing an individuals pronouns has become increasingly important in personal and professional life. Including this field as a default option, assists in fostering awareness and inclusion. Many platforms already include this feature e.g. Instagram...0
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Organisation account to include journal entries from all 'related' individuals
When I look at an account for an organisation, I would like an option to see all journal entries with all 'related' individuals (usually employees) e.g. List View Household List View Relationship List View [NEW OPTION] Currently I'm required to ad... -
Create a DIY form for mailing list sign up
It would be incredibly helpful to have a DIY form to embed on our website for mailing list sign up. A simple, 'Sign up to our mailing list' and a space for an email address, either as a pop up or on the header or footer of the site.0
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Create a detailed report to see exact changes made by NCOA
It would be great to see a detailed report showing all the actual changes done after NCOA has been run.1