NEW FEATURE REQUEST

Timeline Management

Showing 64 of 919

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...
about 1 year ago in Transactions 1 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...
10 months ago in Transactions 1 Not Prioritized

Convert a recurring donation payment to a pledge payment

When a donor sets up a recurring donation schedule, it would be really helpful to change the recurring donations to a pledge payment.
over 1 year ago in Transactions 0 Not Prioritized

Gifted memberships

Way for a person to pay for a membership, but gift the membership benefits to a friend.
about 2 years ago in Transactions 1 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
about 1 year ago in Donor Communications / Transactions 0 Not Prioritized

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...
about 1 year ago in Transactions 0 Not Prioritized

Have payments inherit notes from their parent schedule

Have payments (pledge, recurring, membership) inherit notes from their parent schedule
about 1 year ago in Transactions 0 Not Prioritized

Ability to partially write off a pledge

Ability to partially write off a pledge so you can track that some payments are still expected but the full pledge amount won't be met.
about 1 year ago in Transactions 0 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
12 months ago in Constituents / Transactions 0 Not Prioritized

Discount codes for membership sign ups

Offer potential members a discount code to get reduce the cost of their membership.
over 1 year ago in Online Fundraising / Transactions 0 Not Prioritized