Ability to Sort, Filter, & Edit Fields in Contacts | Voters

Ability to Sort, Filter, & Edit Fields in Contacts

Regina Gardner

Add the ability to sort by Name, Email or Member ID on the Manage Contacts page.

March 28, 2020

Julia Rhodes

Merged in a post:

Edit Donor Fields/Add Organization Name

Gretchen Lundquist

We receive most gifts from organizations. It would be extremely helpful if organizations could register under their name with a primary contact, rather than an individual's name. We currently have to guess at the organization.

August 14, 2023

Julia Rhodes

Merged in a post:

Search for Donors Without an Email Address but with a Physical Address

Solape Osoba

I would like to have a feature that allows me to search for all the contacts/donors in the system that have a physical mailing address but not an email address. This would allow me to download "those" giving statements and mail them to the physical address provided. The support tech I spoke to today said this feature does not currently exist. And even he agreed that this would be a really helpful feature to several customers.

August 14, 2023

Julia Rhodes

Merged in a post:

Contacts

Kurt Nystrand

If you could create a way to put the contacts in alphabetical order that would help a lot.

August 14, 2023

Laura Rodgers

Please allow the ability to sort or search by Member ID. That function still isn't possible.

Ema Game

Yes, or sort by the ones missing certain fields (ID#, etc.)

Matt Morrison

marked this post as

open

Update: This is still on the roadmap, but was bumped for some other projects. We will make sure this gets completed, but it has momentarily been moved out of our active projects.

Matt Morrison

marked this post as

planned

Expected release for end of August 2021.

Matt Morrison

Thanks for the feedback! Both your requests (Regina Gardner and Allan Burger) are on track be completed in our next development cycle. Stay tuned!

Matt Morrison

marked this post as

under review

Allan Burger

Also add the ability to download the Contact information as CSV file and/or as PDF report.
It would also be helpful to display and report some of the information displayed on the Dashboard, especially the date information (eg. the Date of first of first donation). This could be the Create Date of the Contact.
By including the Date information in the sorting and reporting, it would be easier to identify and determine new Contacts.

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