NEW FEATURE REQUEST

Timeline Management

Showing 65

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

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
8 months ago in Custom Data / 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

Have payments inherit notes from their parent schedule

Have payments (pledge, recurring, membership) inherit notes from their parent schedule
9 months ago in 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...
9 months ago in Transactions 0 Not Prioritized

Show transaction number in donation entry

My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
12 months ago in Transactions 0 Not Prioritized

Set up non-deductible amounts for each installment when creating a pledge schedule

Set up non-deductible amounts for each installment when creating a pledge schedule so that when the payment is created (manually or by auto-processing) the non-deductible amount can be filled in automatically. This could help: Alert someone who is...
4 months ago in Transactions 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
8 months ago in Transactions 0 Not Prioritized

Accept $0 membership sign-ups online

Is it possible to create a membership program with the level amounts set to zero? We are offering free membership to a few counties in KY but the transaction will not process on the online form unless the amount is greater than zero.
8 months ago in Online Fundraising / Transactions 0 Not Prioritized

Track auction sales

Track auction sales. Examples on how they're different from typical donations: Linked to an in-kind donation that was donated by someone else Tax deductibility calculated based on auction amount minus the fair market value of the item purchased
9 months ago in Transactions 0 Not Prioritized