NEW FEATURE REQUEST

Pinned feature request

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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.
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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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Transactions

Showing 63

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
5 months ago in Custom Data / Transactions 0 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.
10 months ago in Timeline / 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...
6 months ago in Donor Communications / Transactions 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
about 2 months ago in Transactions 0 Not Prioritized

Have payments inherit notes from their parent schedule

Have payments (pledge, recurring, membership) inherit notes from their parent schedule
6 months ago in Transactions 0 Not Prioritized

Track intended payment method on schedules (pledges, recurring, membership) rather than just autoprocessing method

Currently when you create a schedule the Method field indicates whether you want the system to automatically process the payments. The options are none, EFT, and Credit Card. If you select EFT or Credit Card you are required to input the payment d...
6 months ago in Transactions 0 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.
10 months ago in Integrations / Transactions 0 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
4 months ago in Constituents / Transactions 0 Not Prioritized

Ability to add soft credits on pledge payments

Would like to have the ability to add soft credit on pledge payments
almost 2 years ago in Transactions 1 Not Prioritized

Convert a recurring donation payment to a pledge payment

When a donor sets up a recurring donation schedule, it would be really helpful to change the recurring donations to a pledge payment.
about 1 year ago in Transactions 0 Not Prioritized