NEW FEATURE REQUEST

Transactions

Showing 63

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.
about 1 year ago in Transactions 1 Not Prioritized

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
over 1 year ago in Online Fundraising / Transactions 0 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...
about 1 year ago in Donor Communications / Transactions 1 Not Prioritized

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
over 1 year ago in Timeline / Transactions 1 Not Prioritized

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
about 1 year ago in Transactions 2 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,...
about 1 year ago in Transactions 1 Not Prioritized

Ability to make Campaigns and Appeals required

I would like to make Campaigns required as a feature so that it always syncs correctly with QB.
over 1 year ago in Integrations / Transactions 1 Under Consideration

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...
about 1 year ago in Transactions 1 Not Prioritized

Ticket Purchase Transaction Type for Events

A transaction type of ticket purchase for an event that shows the breakdown of the ticket order, including fees. If an attendee is associated with any of the tickets, the ticket is linked to the attendee.
almost 2 years ago in Event management  / Transactions 2 Not Prioritized

"Add New" Option in Custom Data Dropdowns when creating a donation record

When entering a new donation, have an "Add New" option for the dropdowns like Campaign and Appeal. This helps streamline entry of gifts when for a new appeal or campaign.
over 1 year ago in Custom Data / Transactions 0 Not Prioritized