Pinned feature request

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...

PINNED 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.

Transactions

Showing 66

58 VOTE

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

8 VOTE

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.

4 months ago in Transactions 0 Not Prioritized

10 VOTE

Track sub-memberships

Track sub-memberships -- scenarios where one constituent pays for the membership, then they and multiple other constituents are considered members. Examples: Household memberships Organization employee memberships

7 months ago in Online Fundraising / Transactions 0 Under Consideration

32 VOTE

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

6 VOTE

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,...

4 months ago in Transactions 0 Not Prioritized

6 VOTE

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...

4 months ago in Transactions 0 Not Prioritized

40 VOTE

Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits

over 2 years ago in Transactions 4 In Progress

5 VOTE

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...

4 months ago in Transactions 0 Not Prioritized

5 VOTE

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule

4 months ago in Transactions 0 Not Prioritized

29 VOTE

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.

almost 2 years ago in Transactions 7 Not Prioritized

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