NEW FEATURE REQUEST

Timeline Management

Showing 65

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...
about 3 years ago in Transactions 0 Not Prioritized

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
about 1 month 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.
about 1 year ago in Summary & Header / 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.
over 1 year ago in Transactions 0 Not Prioritized

Set membership end dates automatically

For example, offering a three year membership commitment.
over 1 year ago in Transactions 0 Not Prioritized