NEW FEATURE REQUEST

Timeline Management

Showing 65

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
11 months 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.
11 months ago in Transactions 0 Not Prioritized

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
11 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...
6 months ago in Transactions 0 Not Prioritized

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

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
7 months ago in Transactions 0 Not Prioritized

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 0 Under Consideration

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

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

Retain data entered under New Donation when click Actions > Split Payment

When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
over 1 year ago in Transactions 0 Not Prioritized