NEW FEATURE REQUEST

Pinned feature request

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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.
Share feedback 5
PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 759 of 759

Add enhanced relative date filtering and columns

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...
about 5 hours ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 0 Under Consideration

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...
2 days ago in Profile 0 Not Prioritized

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
16 days ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration
275 VOTE

Advanced filtering options on the timeline

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
451 VOTE

Customize Online Donation Form Styles

Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
over 2 years ago in Donation Forms / Online Fundraising 29 Under Consideration

Bulk update constituents to be head of household

Bulk update constituents to be head of household
6 days ago in Bulk Update 0 Not Prioritized
339 VOTE

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.
almost 2 years ago in Summary & Header 24 Under Consideration

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...
4 months ago in Online Fundraising 1 Not Prioritized

Track Donation Source

The ability to track the source of a donation to help understand the success and impact of email and social media campaigns.
16 days ago in Online Fundraising 0 Under Consideration

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
about 1 month ago in Calculation and Analysis Tools / Column Data 0 Under Consideration