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Easy transfer of address info from FIMS Profile 1 tab to Alternate Address tab
Currently, when transfering a profile's address information from the Profile 1 tab to the Alternate Address tab, one must copy and paste each field individually going back and forth between two records. Instead, it would be far easier and l...0 Reviewed: Voting Open
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Student Tab at Profile Level
It would be helpful if we could view a student record at the profile level as it is very frustrating to have to open up the Scholarship Module to do so. Thank You Kerri DeLuca1 Reviewed: Voting Open
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Date Added,Date Changed, User_ID fields on every table in FIMS
Allow for the Date Added,Date Changed, and User ID fields to be present on each and every FIMS table, including Field maker fields. This way, users will know when something changes1 Reviewed: Voting Open
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Add multiple fields for email addresses
Most individuals have more than one email address, but Profile 1 only allows for 1 email address.2 Will not implement
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Autopopulate "Staff" field when creating a new CONTACT.
When creating a new contact, it would be nice if the person entering the contact could have their name autopopulate in the "STAFF" field. The "Tickle Who" field populates, but not the STAFF field. Impact: Staff members aren't always remembering to...1 Planned
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Memorial/Honorarium Name Field at Gift Level
A few years back I had suggested that it would be nice if you could have a drop down field at the Name level for the Acknowledgment gifts make in Honour/ Memory. This would make it much easier for the person doing the receipting to not have to typ... -
Salutations - Nickname and Informal Name
Currently the nickname field on profile 1 automataically updates the nickname field on the salutation tab but it does not flow into the informal w/partner field. There is a nickname field for the partner on tab 2 but it does nothing to ...0 Reviewed: Voting Open
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Please allow an alias name to be assigned to the Profile Notepads
Please allow an organization to assign an alias name to each of the Profile Notepads. A-Z don't mean anything to anyone but if we could assign a real word to each notepad, they would be much more useful and would weather staffing changes by provid...2 Reviewed: Voting Open
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Tagging multiple funds or profiles or staff on Contacts, Grant Conditions
When we create a Contact or a Condition record, it would be very helpful to be able to tag as many funds, or as many profiles, or as many staff members, as are relevant to that particular Contact or Condition. For example, if Harry, Paul, and Sall... -
Revise Field Name "Ethnic Code" to "Race/Ethnicity"
As an organization, we feel the field name "Race/Ethnicity" better identifies the options we have available for proper identification of our donor population. Please consider this revision.0