NEW FEATURE REQUEST

Pinned feature request

PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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Constituents

Showing 163 of 759

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
3 days ago in Profile 0 Not Prioritized
275 VOTE

Advanced filtering options on the timeline

Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
over 1 year ago in Timeline 30 Under Consideration
339 VOTE

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.
almost 2 years ago in Summary & Header 24 Under Consideration

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
about 1 month ago in Bulk Update / Relationship & Households 0 Not Prioritized

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
6 days ago in Profile 0 Not Prioritized
119 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
almost 2 years ago in Profile 1 Not Prioritized

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
over 1 year ago in Profile 2 Not Prioritized

Apply other household members' payments to pledges

Allow a payment made by a different household member to count as a payment towards a donor's pledge.
7 months ago in Relationship & Households / Transactions 5 In Progress

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
almost 2 years ago in Relationship & Households 3 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
17 days ago in Timeline 0 Not Prioritized