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Add multiple emails & addresses during a batch entry
How can I add multiple emails & addresses during a batch entry? I can do that with phone numbers but wondering if it is possible with emails and addresses
Created 04 Jan 14:11 by Guest
Constituent Records
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Capture multiple Emails in the "Add an Individual" window
We have educators programs where we know their personal and work email and it could be easier to have the option to add them both at once:
Created 04 Jan 14:10 by Guest
Constituent Records
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2
Vote
Constituent Admission History on Constituent Preview
Is there a way to show recent admission dates on the "constituent review" portion on the daily sales screen when you click on the constituent name? In other words, is there a way to avoid the additional click of "go to constituent" that takes you ...
Created 04 Jan 14:10 by Guest
Constituent Records
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Show reason code for inactive households on main household constituent page
I'd like to be able to easily see why a household was marked Inactive - ideally with the reason code displayed next to the word "Inactive" on the main household constituent screen. We enter a reason code when we inactivate a household, but I don't...
Created 04 Jan 14:10 by Guest
Constituent Records
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2
Vote
Allow periods or dashes when entering dates, instead of only slashes
Would you ever consider updating the date field to allow you to use dashes or periods in addition to the slash when typing out dates? Although not a major need; it would be a very nice update and convenience.
Created 04 Jan 14:10 by Guest
Constituent Records / Membership / Reports
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Add Subcategories to Altru defined Constituent Codes
Can we add a sub-category to an Altru defined Constituent code to further enable us to define a constituent in the constituences i.e. Volunteer sub-category Docent, Front Desk or how they are volunteering?
Created 04 Jan 14:09 by Guest
Constituent Records
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2
Vote
Address Changes that take place in the Future
We recently received an address change that is to take place in the future. It would be great if i could enter in the new address with a start date, and the system would know to switch to the address when sending mailings.
Created 04 Jan 14:09 by Guest
Constituent Records
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2
Vote
Constituent Query on Relationship Recognition Credits
I'm trying to identify constituents with spouse relationships who do not have recognition credits set up on their relationship. Any idea where to find those fields? I can find constituents with spouses who have a transaction that doesn't have reco...
Created 04 Jan 14:08 by Guest
Constituent Records / Query
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Reviewed
2
Vote
Confidential E-mail Addresses
I don't see a way to mark eMail addresses as confidential. Mailing addresses and phone numbers can be marked as such quite easily.
Created 04 Jan 14:08 by B.J. Morgan
Constituent Records
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Reviewed
2
Vote
Add constituent to Outlook contacts
It would be great if there was an easy way on the constituent record to export their contact information (email, phone, business info) directly to Outlook contacts.
Created 04 Jan 14:08 by Guest
Constituent Records
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