NEW FEATURE REQUEST

Constituents

Showing 13
497 VOTE

Streamline creating new households

Combine the multiple steps it takes to create a new household into a more streamlined workflow. This might cover updating the New Constituent workflow to handle some of these scenarios: creating two constituents with the same address easily creati...
almost 3 years ago in Relationship & Households 24 Released
174 VOTE

Create a household from a pair of potential duplicates

When you realize that two constituents suggested as matches in the duplicate report are actually separate people in a household together, resolve the duplicates by householding them rather than merging.
almost 3 years ago in Merge Duplicates / Relationship & Households 1 Released
124 VOTE

Check phone number when searching for constituents

Find constituent records if you type in their phone number in the search bar.
almost 3 years ago in Search 3 Released

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.
12 months ago in Relationship & Households / Transactions 5 Released

Built in support to assign a portfolio of donors to a user

Easily track which donors are assigned to which team members, without setting up custom fields.
about 2 years ago in Profile 1 Released

New channels for virtual interactions

We're adding two new channels to interactions and tasks "Video Call" for 1-1 or small group conversations that happen over Zoom, Meet, or similar video conferencing tools "Webinar" for 1-to-many conversations you have with constituents like online...
almost 3 years ago in Timeline 3 Released

Built-in support for membership-based giving programs

Improve the functionality to define membership levels, online forms for members to sign up easily, and track renewal dates automatically.
over 2 years ago in Profile 7 Released

Check primary contact & employer fields when searching for constituents

Find constituent records if the name you typed in the search bar matches their employer field (for individuals) or their primary contact name fields (for organizations)
almost 3 years ago in Search 1 Released

Use household salutation names for gift entry acknowledgements

When creating an acknowledgement as part of transaction entry, and the donor is in a household, the communication should use the household salutation names.
7 months ago in Relationship & Households / Transactions 0 Released

Natively track volunteer hours on volunteer activities

Built-in way to track hours on volunteer activities so that you can incorporate that information into analysis and segmentation.
over 2 years ago in Timeline 0 Released