NEW FEATURE REQUEST

Timeline

Showing 30

Tell that a pledge is written off from the timeline

When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
8 months ago in Timeline 0 Not Prioritized

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail so that you categorize and analyze the personal interactions.
10 months ago in Timeline 0 Not Prioritized

See full transaction list from constituent's record

Easily see a full list of all transactions for a constituent, without juggling the timeline and list views, or creating a report query.
about 2 years ago in Timeline 3 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
3 months ago in Timeline 0 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
7 months ago in Timeline 1 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
almost 2 years ago in Donor Communications / Timeline 5 Not Prioritized

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
over 2 years ago in Timeline 1 Not Prioritized

See all interactions with current and past organization contacts on an organization's timeline

See all interactions with current and past employees on an organzation's timeline
about 1 year ago in Timeline 0 Not Prioritized

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
10 months ago in Timeline / Transactions 0 Not Prioritized

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
6 months ago in Timeline 0 Not Prioritized