5 results found
-
Better control order Profile Custom Fields display
The order in which profile custom fields display is based on when they were entered into NPC and if they have been moved to a designation. Consider in the Custom Fields Page, displaying the fields in the order they appear on the screen (including under the Designation heading, if they apply to certain designations) and then allow for arrows to change the order (as in configure columns for the main Profiles search page).
This will allow clients to have the interface they desire in many fewer clicks and without planning in advance.
2 votes -
Task Calendar: View Who It Was Assigned To
On the calendar view of tasks, would like to be able to see WHO the task is assigned to without needing to click on it. Color-coding tasks by staff and color would be great. For example, Meredith = blue. Then, have the progress shown in a green/red/gray tag based on whether the tasks is in progress, completed, or late.
2 votes -
Donor information when logging revenue
When adding Revenue and selecting a name for the "Received from" field, is it possible to include the donor's address? This would not only help differentiate between donors with the same name, but help in a situation when the donor's address has changed. If the donor's address is not visible we cannot compare it to the address they are providing on their check or return envelope. Thank you.
6 votes -
CRM: Revenue Summary
In cases where a donor has made many donations and therefore has a lengthy revenue summary, we are unable to scroll down to the very bottom of the summary.
When we try to scroll down to the bottom, it automatically jumps back up to the top several entries.
4 votes -
Create newsletter subscribers off website in CRM
Part of getting more donors is building your list of interested individuals. One was is to build a strong newsletter and have the call to action of 'subscribe' on the website. It would be nice to have these new profiles be added to your CRM
7 votes
- Don't see your idea?