NEW FEATURE REQUEST

Pinned feature request

View all
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...
Share feedback 4
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.
Share feedback 8

All Requests

Showing 10

Apply other household members' payments to pledges

Allow a payment made by a different household member to count as a payment towards a donor's pledge.
7 months ago in Relationship & Households / Transactions 5 In Progress

Workflow Automation: Donor Journey Scenarios

You have a mental playbook of how you'd like to respond to certain key events in a constituent's journey to become a donor and renew their support - but it can be hard to stay on top of things and keep it up consistently. Examples of what this mig...
about 2 years ago in Automation / Donor Communications / Email 3 In Progress

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.
over 2 years ago in Transactions 8 In Progress

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
4 months ago in Donor Communications / Transactions 1 In Progress

Administrator receives notification when a volunteer signs up for a shift

It would be helpful if a notification was sent to the administrator whenever a volunteer signs up for a shift. This setting could be added within each opportunity, under "General Settings", "Notification Settings". A fourth category, "SIGN UP", co...
9 months ago in 3. Scheduling & Placement (VMS) 5 In Progress

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...
over 2 years ago in Transactions 4 In Progress

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 ...
about 1 year ago in Timeline 1 In Progress

Need Notification when staff sign up for shifts

With multiple schedules across multiple opportunities it's time consuming to continually check all of them to see if someone new has signed up. Need a setting that will notify managers when someone has signed up for a shift.
10 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Sign up notification for shift managers

Our volunteer manager needs to fill in for shifts if they are unclaimed. It would be a useful feature for the option to be notified when a volunteer self-signs up for a shift. This way we see when folks are active and keep better track of what may...
5 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Better handle long lists of soft credits on transaction entry pages

Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
4 months ago in Transactions 0 In Progress