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Allow attributes of UDFs to be assigned specific to the Campaign and Approach - not tied to all transactions
We want to require a UDF to be required for only one of our Campaigns and Approaches - not for all Transactions.0
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Country field at the bottom of DYI Contact Form address section
The DIY contact form has country at the top of the address section followed by Address Lines, City/Town/District, State/Province/Region, Postal Code, County. The Country should be listed last (after County) rather than first. Many users think this...0
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Country list should be sorted by name not two-letter code
Our database covers addresses from 50+ countries. The drop down menu sorts these countries by their two-letter worldwide code. For example, Switzerland (code CH) is found in the Cs and South Africa (code ZA) is sound at the very bottom of the list... -
Recurring Contact Entry.
I would love to see the ability to create a contact journal entry which recurs every month. I track attendance for our support groups. It would help if in January I set the constituent up with a recurring monthly contact journal entry. Then if she...0
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Add Projections for Pledges/Gifts
It would be most helpful to add projections for pledges and gifts. For instance, as a development person, I must create projections for every donor or foundation. I have a spreadsheet that shows I project to receive a 50,000 grant from X Foundatio...2
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On Journal screen, eliminate disappearance glitches with horizontal scroll bars, and "Load More" button
* Quite frequently, upon opening the Journal screen, the two horizontal scroll bars are missing. The solution appears to be to greatly reduce the size of the screen (Ctrl - ) until they appear, then make the screen large again (Ctrl + ). * If a Jo...0
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Auto-clear search field after refershing
Whenever I go to the search field, I have to highlight and clear it before I can type in a new account name. Time-consuming.0
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Upload more than one file at a time
It would be great if you could upload more than one file at a time for the journal entry. Searching the computer, selecting a file, and uploading each individually is totally archaic.0
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Create a user defined field set for contact preferences & data protection
In light of the complexity of recording contact preferences and data protection information, could a user defined field set be created that provides a comprehensive set of fields that will help with data protection compliance.0
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Improve duplicate check on data Import
I found errors in a downloaded report, and to save myself time, did all the updates in the Excel file instead of searching out all 1000+ records individually, and then re-running the report. When I tried to use the Import tool to overwrite the cor...0