NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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Constituents

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Support multiple suffixes on a constituent

Support multiple suffixes on a constituent so that you can track multiple professional certifications in the suffix field, rather than relying on tracking the suffixes as part of the salutation names.
over 1 year ago in Profile 2 Not Prioritized

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
almost 2 years ago in Timeline 0 Not Prioritized

Default the state to match your organization's state when creating new constituents

Default the state to match your organization's state when creating new constituents so that you only have to select a state when the constituent is not local.
about 2 years ago in Profile 0 Not Prioritized

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
about 2 years ago in Profile 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
about 1 year ago in Merge Duplicates / Profile 0 Not Prioritized

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
over 1 year ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
over 1 year ago in Profile 1 Not Prioritized

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
about 1 year ago in Timeline 0 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 1 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.
11 months ago in Timeline 0 Not Prioritized