NEW FEATURE REQUEST

Pinned feature request

PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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Constituents

Showing 11
577 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 42 Under Consideration
409 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...
about 2 years ago in Timeline 40 Under Consideration
117 VOTE

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...
almost 3 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.
about 3 years ago in Relationship & Households 2 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.
about 2 years ago in Groups / Summary & Header 0 Under Consideration

Consolidate the different timeline views

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

relate volunteers to a household

This would be helpful for families that volunteer. We allow kids 5 and up to volunteer, with adult supervision. Right now we can't track them as they don't sign up themselves and many don't have an email address. It would be great to have househol...
about 2 months ago in Relationship & Households / VMS Integrations & API 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.
about 3 years ago in Relationship & Households 1 Under Consideration

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
about 1 year ago in Search 1 Under Consideration