NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) 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

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"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.
9 months ago in Custom Data / Transactions 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
4 months ago in Transactions 0 Not Prioritized

Show transaction number in donation entry

My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
9 months ago in 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

Discount codes for membership sign ups

Offer potential members a discount code to get reduce the cost of their membership.
8 months ago in Online Fundraising / Transactions 0 Not Prioritized

Track auction sales

Track auction sales. Examples on how they're different from typical donations: Linked to an in-kind donation that was donated by someone else Tax deductibility calculated based on auction amount minus the fair market value of the item purchased
6 months ago in Transactions 0 Not Prioritized

More efficient way to apply the same soft credit to all splits in a split payment

Currently, you can soft credit different constituents for each split in a split payment. If all the splits need to be credited to the same constituent, this can be tedious and require double checking to make sure you didn't miss any splits. Having...
6 months ago in Transactions 0 Not Prioritized

Have payments inherit assigned letter from their parent schedule

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

Gifted memberships

Way for a person to pay for a membership, but gift the membership benefits to a friend.
over 1 year ago in Transactions 1 Not Prioritized

Accept $0 membership sign-ups online

Is it possible to create a membership program with the level amounts set to zero? We are offering free membership to a few counties in KY but the transaction will not process on the online form unless the amount is greater than zero.
5 months ago in Online Fundraising / Transactions 0 Not Prioritized