NEW FEATURE REQUEST

Summary & Header

Showing 24
485 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 39 Under Consideration

Add fundraised total to giving summary

add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
6 days ago in Summary & Header 0 Not Prioritized

See relevant custom fields at the top of a constituent's record

Move your most valuable custom fields to a more visible position on the Profile or Summary so the information you find most useful is easy to see, instead of at the bottom of the profile.
over 2 years ago in Summary & Header 0 Not Prioritized

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
over 1 year ago in Reporting  / Summary & Header 2 Not Prioritized

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.
almost 2 years ago in Groups / Summary & Header 0 Under Consideration

Show membership level, status, and renewal date in constituent header

Show membership level, status, and renewal date in constituent header
about 1 year ago in Summary & Header 0 Not Prioritized

Open the constituent profile by default instead of the summary

Open the constituent profile by default instead of the summary so that you can efficiently view & edit the profile details without having to navigate to the profile as an extra step.
almost 2 years ago in Summary & Header 0 Not Prioritized

See communication restrictions in the constituent header or summary

Having "communication preferences" on the "summary page" would allow users to quickly access this information. Communication preference is an important piece of information related to constituents. Before we contact a constituent individually (not...
almost 2 years ago in Summary & Header 1 Not Prioritized

See User-defined Groups in the constituent header or summary

See User-defined Groups in the constituent header so you don't have to check on the Profile page to see which segments a constituent is in.
over 1 year ago in Groups / Summary & Header 0 Not Prioritized

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
over 2 years ago in Summary & Header 0 Not Prioritized