NEW FEATURE REQUEST

Pinned feature request

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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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All Requests

Showing 226

Add enhanced relative date filtering and columns

I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
about 14 hours ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 0 Under Consideration
275 VOTE

Advanced filtering options on the timeline

Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
over 1 year ago in Timeline 30 Under Consideration

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
17 days ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration
451 VOTE

Customize Online Donation Form Styles

Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
over 2 years ago in Donation Forms / Online Fundraising 29 Under Consideration
339 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.
almost 2 years ago in Summary & Header 24 Under Consideration

Track Donation Source

The ability to track the source of a donation to help understand the success and impact of email and social media campaigns.
16 days ago in Online Fundraising 0 Under Consideration

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
about 1 month ago in Calculation and Analysis Tools / Column Data 0 Under Consideration

Move volunteer from one shift to another

Can you add a feature to move a volunteer from one date/time shift to another date/time shift. Right now it is a 2 step process of unscheduling the volunteer and then going to roster mode to schedule the new date and time.
21 days ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Add Consecutive Years of Giving Calculation to Constituents

Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
11 months ago in Calculation and Analysis Tools / Reporting 2 Under Consideration

Admin ability to Change Volunteer Contact Info

Sometimes volunteers enter their information incorrectly. It would be helpful to be able to update their information for them on the admin side. This especially would be helpful to those volunteers who are not as tech savvy.
2 months ago in 2. Qualifying, Screening, & Records (VMS) 3 Under Consideration