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Pinned feature request

PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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...

Constituents

Showing 165

See preferred communication channel in the constituent header

See preferred communication channel in the constituent header so you don't have to check on the Profile page.
over 2 years ago in Summary & Header 0 Not Prioritized

Move the BCC email field up on Email Interactions

When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
over 1 year ago in Timeline 0 Not Prioritized

See recent constituents from the search bar

See recent constituents from the search bar so that you don't need to go to the Recent Constituent sections on the home page or constituent dashboard to quickly trace your steps back to where you left off.
almost 2 years ago in Search 0 Not Prioritized

Make the constituent profile header stick to the top of the screen

Make the constituent profile header stick to the top of the screen so that you can always see the donor's name & key information even if you've scrolled further down the pate.
almost 2 years ago in Summary & Header 0 Not Prioritized

Copy address from the profile header

A way to copy the full address from a constituent's profile header so that you can paste it in another place without needing to drag your cursor to select just the address.
almost 2 years ago in Summary & Header 0 Not Prioritized

Use State Abbreviations

It would be extremely helpful to use State abbreviations instead of the full name when adding a new address. Most new addresses are found with the donation in the abbreviated format. I also do not have all of the abbreviations memorized.
almost 2 years ago in Profile 2 Not Prioritized

Ability to toggle to the previous or following timeline entry from an existing open timeline entry

When opening a timeline entry, it would be really helpful to be able to navigate to the timeline entries directly before or after it instead of having to go back to the main timeline and searching for the next entry each time. Especially in the ca...
almost 2 years ago in Timeline 0 Not Prioritized

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.
over 3 years ago in Profile 0 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
about 2 years ago in Profile 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
over 1 year ago in Donor Communications / Timeline 0 Not Prioritized