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.
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.
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'...
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.
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.
See in-kind fair market value (instead of amount) on the timeline
We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...