Timeline Management
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2
VOTE
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.
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3
VOTE
Label the interaction with individual/organization name in timeline of household
Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
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1
VOTE
Streamline switching the constituents who get hard and a soft credit on past transactions
It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...
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1
VOTE
Better handle long lists of soft credits on transaction entry pages
Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
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1
VOTE
3
VOTE
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...
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Not Prioritized
2
VOTE
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...
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1
VOTE
1
VOTE
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...
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1
VOTE