NEW FEATURE REQUEST

Constituents

Showing 9
327 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 34 Under Consideration
440 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.
over 2 years ago in Summary & Header 36 Under Consideration

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
over 2 years ago in Timeline 1 Under Consideration

Prospect Pipeline/Moves Management/Major Gifts

Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields. Examples might include: Tracking the stage of the cultivation process a prospect is in Target ask dates and amounts Donor's int...
over 2 years ago in Profile 14 Under Consideration

See all of a household's interactions, notes, and transactions on a household member's timeline

When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
over 2 years ago in Relationship & Households 2 Under Consideration

Consolidate the different timeline views

Eliminate the need to switch between "Timeline View" and "List View" in order to see relevant information.
about 1 year ago in Timeline 1 Under Consideration

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
over 1 year ago in Groups / Summary & Header 0 Under Consideration

Show deceased status for a related constituent

It would be useful to list someone as deceased on the Relationship page as well as on their individual record.
over 2 years ago in Relationship & Households 1 Under Consideration

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
about 2 years ago in Summary & Header / Transactions 0 Under Consideration