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Please bring back the Add a New Contact shortcut when already in someone else's profile since there is a static search bar at the top. I have to go back Home to add a new contact every time I use the static search bar.
Remove the pop up search box for a constituent. There is a static search bar therefore a popup is not needed every time you go to add a new contact.
Allow to disable portal company account as an option and only allow individual accounts for those that don't use company accounts.
On the membership grid we need to pull in the Primary Contact email or Invoice Contact email address to create an email list. This way the more robust email templates can be used. My memberships is based on companies and we generally don't list an email here because they too generic. We use the Primary COntact or Invoice Contact email.
My request is that in a mail merge letter there be an If.. Then Conditional Logic, so depending on variables text can be included or not
When using the advanced portal, would like to be able to edit the content in the membership and time-tracking sections. ie, columns, spacing, options, text, etc...
to make a option in the custom fields for a read only choice. there is a lot of information that it would be nice to share with our members, but they can't change it.
I'd like to be able to cc another member when sending a direct email. This will be helpful, for example, when I send a message on behalf of someone else (e.g., the Chair) and would like her to receive a copy as well so the two can be connected going forward.
It would be good to have an embed URL for questions created with the Surveys / Forms function so they could be put on our website 'contact us' page (or elsewhere) to allow members to submit comments and questions easily, or answer questions we ask. This is now a common function on websites that is lacking here. Since it is already done in other modules at Association Sphere (membership and events as examples) it should be easy to implement.
We have a need to publicly post the address for the portal that will only allow for members to login and reset their password rather than register new users.
