Pinned feature request
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PINNED
Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
PINNED
Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
Timeline Management
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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...
0
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...
0
Not Prioritized
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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Not Prioritized
1
VOTE
1
VOTE
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...
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Not Prioritized
1
VOTE
1
VOTE
1
VOTE
Ability to add more than one soft credit per constituent per transaction
Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
0
Not Prioritized
1
VOTE
1
VOTE
Add "Note" field to split payment
When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
0
Not Prioritized