NEW FEATURE REQUEST

Pinned feature request

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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Merge constituents from the profile without changing their type first

Merge an organization and individual constituent record from the profile page, without having to first change the constituent type for one of the records.
almost 3 years ago in Profile 0 Not Prioritized

Phone Number Default

Make the primary default phone number type "mobile" instead of "home" since the majority of individuals no longer use home phones.
almost 3 years ago in Profile 2 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
over 1 year ago in Relationship & Households / Reporting 1 Not Prioritized

Automatically update constituent data when a condition is met

Automatically update constituent data when a condition is met so that you don't have to rely on memory to track information consistently. examples: Change a constituent's status from inactive to active
over 1 year ago in Profile 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
about 1 year ago in Donor Communications / Profile 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
about 1 year ago in Constituents / Import / Search 0 Not Prioritized

Different timeline icons for email and mass email

It would be great if the icons were different colors to indicate a mass email vs a regular email.
over 2 years ago in Timeline 0 Not Prioritized

Label the interaction with individual/organization name in timeline of household

Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
over 1 year ago in Relationship & Households / Timeline Management 0 Not Prioritized

View specific custom fields on the Constituent Dashboard and search results

It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
over 1 year ago in Search 0 Not Prioritized

Include household Account Number in reports for individual constituents

This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
over 2 years ago in Column Data / Relationship & Households 0 Not Prioritized