NEW FEATURE REQUEST

Timeline Management

Showing 65

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...
11 months 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,...
11 months 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.
11 months ago in Transactions 0 Not Prioritized

"Add New" Option in Custom Data Dropdowns when creating a donation record

When entering a new donation, have an "Add New" option for the dropdowns like Campaign and Appeal. This helps streamline entry of gifts when for a new appeal or campaign.
about 1 year ago in Custom Data / 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...
9 months ago in Constituents / Transactions 0 Not Prioritized

Gifted memberships

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

Ability to make Campaigns and Appeals required

I would like to make Campaigns required as a feature so that it always syncs correctly with QB.
about 1 year ago in Integrations / Transactions 1 Under Consideration

Ability to add soft credits on pledge payments

Would like to have the ability to add soft credit on pledge payments
over 2 years ago in Transactions 1 Not Prioritized

Discount codes for membership sign ups

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

Track intended payment method on schedules (pledges, recurring, membership) rather than just autoprocessing method

Currently when you create a schedule the Method field indicates whether you want the system to automatically process the payments. The options are none, EFT, and Credit Card. If you select EFT or Credit Card you are required to input the payment d...
11 months ago in Transactions 0 Not Prioritized