NEW FEATURE REQUEST

Pinned feature request

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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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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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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...
6 months ago in Payments / Transactions 1 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

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 ...
6 months ago in Transactions 0 Not Prioritized

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

Create a pledge that will be split across multiple funds/campaigns/etc

Rather than creating two pledges, this idea would let you indicate how the donor intends to split their payments on one pledge record. (for reference, payments can already be split to indicate they're covering multiple pledges, this idea would cha...
almost 2 years ago in Transactions 0 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.
6 months ago in Transactions 0 Not Prioritized

Ability to add soft credits on recurring donation payments (vs just schedules)

When a donor sends regular recurring payments through their donor advised fund, you should be able to both track that it's a recurring gift and give soft credit to the person who influenced the gift.
about 2 years ago in Transactions 8 Not Prioritized

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
6 months ago in Transactions 0 Not Prioritized

Streamline setting up an installment plan when creating a pledge

Streamline setting up an installment plan when creating a pledge so that you can more easily add pledges. Possible areas of friction: The majority of donors intend to make one payment, and don't have a specific date in mind. As a general rule of t...
6 months ago in Transactions 0 Not Prioritized