NEW FEATURE REQUEST

Timeline Management

Showing 65

Track sub-memberships

Track sub-memberships -- scenarios where one constituent pays for the membership, then they and multiple other constituents are considered members. Examples: Household memberships Organization employee memberships
about 1 year ago in Online Fundraising / Transactions 0 Not Prioritized

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...
11 months ago in Donor Communications / Transactions 1 Not Prioritized

Adding multiple tributes to a single gift

We often have donors who give one gift and ask for multiple tributes. It would be helpful if we could assign multiple tributes to one gift. As of now, I am either splitting the gift or creating a tribute with two names. When I go to pull gifts by ...
about 2 years ago in Transactions / Tributes 3 Not Prioritized

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
11 months ago in Transactions 1 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.
over 1 year ago in Timeline / Transactions 0 Not Prioritized

Option to send an acknowledgement email when creating a split payment

Option to send an acknowledgement email when creating a split payment. Currently, the available communication workflows are: Send an email or letter from Communications Send an acknowledgement letter when creating a split payment (available for ea...
7 months ago in Transactions 1 Not Prioritized

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
11 months ago in Transactions 1 Not Prioritized

Streamline setting up an installment plan when creating a pledge

Streamline setting up an installment plan when creating a pledge so that you can more easily add pledges. Possible areas of friction: The majority of donors intend to make one payment, and don't have a specific date in mind. As a general rule of t...
11 months ago in Transactions 1 Not Prioritized

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...
over 1 year ago in Timeline / Transactions 2 Not Prioritized

Ticket Purchase Transaction Type for Events

A transaction type of ticket purchase for an event that shows the breakdown of the ticket order, including fees. If an attendee is associated with any of the tickets, the ticket is linked to the attendee.
over 1 year ago in Event management  / Transactions 2 Not Prioritized