NEW FEATURE REQUEST

Pinned feature request

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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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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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Transactions

Showing 66

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.
3 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.
8 months ago in Integrations / 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.
7 months ago in Custom Data / 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...
7 months ago in Transactions 0 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.
11 months ago in 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
over 1 year ago in Transactions 1 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...
4 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.
4 months ago in Transactions 0 Not Prioritized

Discount codes for membership sign ups

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

Use household salutation names for gift entry acknowledgements

When creating an acknowledgement as part of transaction entry, and the donor is in a household, the communication should use the household salutation names.
3 months ago in Relationship & Households / Transactions 0 Under Consideration