NEW FEATURE REQUEST

Timeline Management

Showing 64

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
over 2 years ago in Summary & Header / Transactions 1 Under Consideration

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
about 3 years ago in Task Management / 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
about 1 year ago in Transactions 0 Not Prioritized

Have payments inherit assigned letter from their parent schedule

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

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
over 2 years ago in Transactions / Tributes 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...
8 months ago in Transactions 0 Not Prioritized

Have payments inherit the "Do Not Acknowledge" status from their parent schedule

Have payments inherit the "Do Not Acknowledge" status from their parent schedule so that they can be excluded from communications using a built-in field rather than creating a constituent custom field.
over 1 year ago in Transactions 0 Not Prioritized

Display notificants on transaction screen

When a gift is linked to a tribute, see the notificants easily so you know whether there are any and who they are.
almost 3 years ago in Transactions 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
10 months ago in Transactions 0 Not Prioritized

Support longer descriptions of in-kind gifts

Please enlarge the Description field for transactions with a method of In-Kind. It is currently limited to 255 characters to describe the details of donated goods. I would be nice to have much more, perhaps 1024 or memo-unlimited. I have a custome...
over 1 year ago in Transactions 0 Not Prioritized