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Church Directory sorting option needed
If you select to see names in webview by Preferred/Nickname but then search by last name, the sorting is by the formal first name. Need a way to select how to sort the church directory. Or need to have a column to show the formal/first name or nic...0 Reviewed: Voting Open
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Add Family - include primary addresee and salutation
When adding a family at one time from directory, add the fields primary addressee and salutation at the point of entry for each person or a way to select the "formula" to be used for everyone. Otherwise, you have to save the whole family, then go ... -
More security/view options on Lists
When saving lists it only allows for others to manage or view the list, would be better if we could specify which other users could view or manage the list. Ideally, it would allow "all/everyone" or give you the option to search for one or more us... -
Addresses on Quick Search
When you look up a name in the search bar, the person's name and a listed address populate as you type. The problem is, even if we mark the address as "Do Not Mail" or list it as Previous or Incorrect/Invalid, it will still populate under the sear...5 Reviewed: Voting Open
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Ability to Add Marital Status When Creating New Individual Constituent Record
Would like to be able to populate marital status field when creating new individual constituent record.0 Reviewed: Voting Open
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Create a List for DECEASED ONLY
We have reporting obligations for deceased members (along with other life events). Without the ability to create a list for deceased members based on various time frames, or ideally by creating a custom time frame depending on needs, we will have ...1 Reviewed: Voting Open
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Quick Access to Portfolios
In our Community Outreach, we have teams that reach out and we have placed the souls they are responsible for on their portfolios. They give rides and support to church members, and it's all organized systematically. It would be extremely convenie...0 Reviewed: Voting Open
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Please add a way to create static lists.
In our old system (Seraphim...and ACS for that matter), we had the ability to create a static list. We could "cherry pick" constituents that we wanted in the list. I would use this for a variety of groups that don't fit neatly in a particular are...0 Reviewed: Voting Open
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Deceased information appearing at higher level
In the Constituent Directory and in any other lists or searches, make it apparent when the constituent is deceased. It shows up when you open the record but if you are searching and including deceased and there are mixed results in the query you c... -
Ability to Add Preferred Name/Nickname When Creating New Individual Constituent Record
Would like to be able to populate preferred name/nickname field when creating new individual constituent record.