NEW FEATURE REQUEST

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.
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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...
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Timeline Management

Showing 67

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)
almost 2 years ago in Summary & Header / Transactions 0 Not Prioritized

Way to track a transaction from any page

Way to track a transaction from any page so that you don't have to navigate to the profile of the constituent first.
8 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...
over 2 years ago in Task Management / 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 1 year ago in Transactions / Tributes 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...
11 months ago in Transactions 0 Not Prioritized

View tributes on pledge payments

Add option to add tributes to pledges and pledge payments. Keep fields the same as for regular donations
12 months 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...
about 1 year ago in Transactions 0 Not Prioritized

Use default fund when creating a new donation

Use default fund when creating a new donation
over 1 year ago in Transactions 1 Not Prioritized

Set up some transaction custom fields to only be available for in-kind gifts

Be able to add a custom field to the in kind donations
over 1 year ago in Transactions 0 Not Prioritized

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...
about 2 years ago in Transactions 0 Not Prioritized