NEW FEATURE REQUEST

Transactions

Showing 64

Better handle long lists of soft credits on transaction entry pages

Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
11 months ago in Transactions 0 Not Prioritized

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
about 2 years ago in Transactions / Tributes 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.
about 1 year ago in Transactions 0 Not Prioritized

View tributes on pledge payments

Add option to add tributes to pledges and pledge payments. Keep fields the same as for regular donations
over 1 year ago in Transactions 0 Not Prioritized

Use default fund when creating a new donation

Use default fund when creating a new donation
almost 2 years ago in Transactions 1 Not Prioritized

Set up some transaction custom fields to only be available for in-kind gifts

Be able to add a custom field to the in kind donations
over 2 years ago in Transactions 0 Not Prioritized

Ability to add more than one soft credit per constituent per transaction

Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
over 2 years ago in Transactions 0 Not Prioritized

Display notificants on transaction screen

When a gift is linked to a tribute, see the notificants easily so you know whether there are any and who they are.
over 2 years ago in Transactions 0 Not Prioritized

Add "Note" field to split payment

When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
about 3 years ago in Transactions 0 Not Prioritized

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
19 days ago in Transactions 0 Not Prioritized