Timeline Management
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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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Not Prioritized
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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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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Not Prioritized
1
VOTE
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VOTE
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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...
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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...
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Not Prioritized