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

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Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
5 months ago in Payments / Transactions 1 Not Prioritized

Apply other household members' payments to pledges

Allow a payment made by a different household member to count as a payment towards a donor's pledge.
8 months ago in Relationship & Households / Transactions 5 Coming Soon

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.
over 2 years ago in Transactions 8 Coming Soon

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
5 months ago in Transactions 0 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
over 2 years ago in Bulk Update / Transactions 6 Not Prioritized

Additional payment method for stock

Add the ability to track gifts of stock, rather than recording them as cash or in kind gifts.
about 2 years ago in Transactions 7 Not Prioritized

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
5 months ago in Donor Communications / Transactions 1 Under Consideration

Monthly membership renewal frequency

Support monthly payment frequencies for memberships so that members can sign up for monthly payments, not just annual payments.
6 months ago in Online Fundraising / Transactions 0 Under Consideration

Search for specific transactions

Look up a transaction based on some information, without creating a report or searching for the donor's constituent record. Examples might include entering a date range, dollar amount, or check number.
over 2 years ago in Transactions 1 Not Prioritized

Backdate the start date for recurring donation schedules

Backdate the start date for recurring donation schedules so that you can track schedules that were started before the day you entered them in the CRM.
5 months ago in Transactions 0 Not Prioritized