NEW FEATURE REQUEST

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...
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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.
7 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,...
7 months ago in Transactions 1 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...
7 months ago in Transactions 0 Not Prioritized

Adding multiple tributes to a single gift

We often have donors who give one gift and ask for multiple tributes. It would be helpful if we could assign multiple tributes to one gift. As of now, I am either splitting the gift or creating a tribute with two names. When I go to pull gifts by ...
almost 2 years ago in Transactions / Tributes 2 Not Prioritized

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,...
7 months ago in Transactions 0 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
7 months ago in Transactions 0 Not Prioritized

Ability to partially write off a pledge

Ability to partially write off a pledge so you can track that some payments are still expected but the full pledge amount won't be met.
7 months ago in Transactions 0 Not Prioritized

Option to send an acknowledgement email when creating a split payment

Option to send an acknowledgement email when creating a split payment. Currently, the available communication workflows are: Send an email or letter from Communications Send an acknowledgement letter when creating a split payment (available for ea...
3 months ago in Transactions 0 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
7 months ago in Donor Communications / Transactions 0 Not Prioritized