PINNED
Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
PINNED
Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
Preview phone number formatting before saving new number
When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
over 1 year ago
in Timeline
30
Under Consideration
Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
Make a payment online on behalf of an organization
Currently, all online form submissions are linked to or create new individual constituents. When someone makes a payment on behalf of an organization (eg signing up to become an event sponsor) a user has to notice the payment and move it to the co...
Allow Event forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets (like goal thermometer).