NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
Share feedback 14
PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
Share feedback 1

Constituents

Showing 2

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
9 months ago in Custom Data / Relationship & Households 2 Coming Soon

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 ...
almost 2 years ago in Timeline 6 Coming Soon