Skip to Main Content
NEW FEATURE REQUEST

Transactions

Showing 64

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
9 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.
9 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.
about 1 year ago in Integrations / Transactions 1 Under Consideration

Discount codes for membership sign ups

Offer potential members a discount code to get reduce the cost of their membership.
11 months ago in Online Fundraising / Transactions 0 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.
over 1 year ago in Event management  / Transactions 1 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...
7 months ago in Constituents / Transactions 0 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.
12 months ago in Custom Data / Transactions 0 Not Prioritized

See in-kind fair market value (instead of amount) on the timeline

We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...
about 1 year ago in Timeline / Transactions 2 Not Prioritized

Ability to add soft credits on pledge payments

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

Improvements to tracking when only some of a donor's donations are anonymous

Improvements to tracking when only some of a donor's donations are anonymous so that you can differentiate which gifts they want to be anonymous and which ones they are okay being recognized publicly. If you like this idea, please leave a comment ...
7 months ago in Transactions 0 Not Prioritized