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 66

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

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
6 months ago in Summary & Header / Transactions 0 Not Prioritized

Way to track gifted memberships

Way to track gifted memberships - scenarios when one person pays for the membership, but another constituent is considered the active member.
6 months ago in Online Fundraising / Transactions 0 Not Prioritized

Add a membership dues payment without pushing out the next payment date

Similar to the "Add as an extra payment" feature for recurring donation schedules.
8 months ago in Transactions 0 Not Prioritized

Set membership end dates automatically

For example, offering a three year membership commitment.
11 months ago in Transactions 0 Not Prioritized

Set calendar-based renewal dates for memberships rather than rolling renewals

Option to have all memberships in a program renew on a specific calendar date (like January 1st) rather than rolling 12-month renewals.
over 1 year ago in Transactions 0 Not Prioritized