NEW FEATURE REQUEST

Pinned feature request

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PINNED 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 ...
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PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 302
465 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 38 Under Consideration
342 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...
almost 2 years ago in Timeline 34 Under Consideration
502 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.
almost 3 years ago in Donation Forms / Online Fundraising 31 Under Consideration

Owning Template Data / Edit Claimed Account Data

We'd like to be able to recruit new volunteers and allow them to add their information directly to the database using the form, but we don't want them to have claimed accounts. We need to retain access to those fields to add important updates. Add...
12 days ago in 1. Recruitment (VMS) 0 Under Consideration

Message to display on kiosk when vol has checked in

I would love the ability to have a pop up message come up when our volunteers have 'checked in' at the kiosk. And, furthermore - would love to be able to customize it. Maybe its just letting them know about a holiday store closure, or maybe its a ...
16 days ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration
120 VOTE

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.
over 1 year ago in Calculation and Analysis Tools / Reporting 2 Under Consideration
180 VOTE

Option to Reorder Dashboard widgets

I use all the Dashboard widgets, but I would be more efficient if I could order them in a way that better meets my priorities and processes.
almost 3 years ago in Home Dashboard 2 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...
7 months ago in Calculation and Analysis Tools / Column Data 1 Under Consideration

Automatic Waiver Renewal Options for Expired Waivers!!

Volunteers should get prompted when they need to fill out a new waiver. There is no way currently to account for waivers expiring every 365 days or calendar year. They should not be able to sign up for shifts in opportunities they already belong t...
8 days ago in 1. Recruitment (VMS) 2 Under Consideration

Volunteer Engagement Insights & Source Tracking

One feature we’d find incredibly valuable would be insight analytics into volunteer engagement behaviors. Specifically, we would like to be able to: Track when and how often individual volunteers are checking the opportunity listings Understand wh...
15 days ago in 4. Engagement (VMS) / 7. Reporting & Data Visualization (VMS) 0 Under Consideration