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 54

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.
3 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
4 months ago in Transactions 0 Not Prioritized

Streamline switching the constituents who get hard and a soft credit on past transactions

It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...
4 months ago in Transactions 0 Not Prioritized

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
4 months ago in Transactions 0 Not Prioritized

Have payments inherit the "Do Not Acknowledge" status from their parent schedule

Have payments inherit the "Do Not Acknowledge" status from their parent schedule so that they can be excluded from communications using a built-in field rather than creating a constituent custom field.
8 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

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...
9 months ago in Timeline / Transactions 1 Not Prioritized

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
almost 2 years ago in Summary & Header / Transactions 0 Not Prioritized

Way to track a transaction from any page

Way to track a transaction from any page so that you don't have to navigate to the profile of the constituent first.
8 months ago in Transactions 0 Not Prioritized

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
over 2 years ago in Task Management / Transactions 0 Not Prioritized