NEW FEATURE REQUEST

Pinned feature request

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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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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 ...
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Constituents

Showing 153

Enhance constituent audit trail to show which fields were updated

Enhance constituent audit trail to show which fields were updated so you can see which information changed in the most recent update.
about 2 years ago in Profile 1 Not Prioritized

Multiple Website Links

Add the ability to add multiple website links under the Personal Information section for Constituents
over 2 years ago in Profile 0 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
about 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Stop including primary contact's name in salutation fields for organizations

When an organization is added and we also include a Primary Contact, the Basic Info partially automatically populates with the primary contact's information. The primary contact is there so we know who the primary contact is, that is not the name ...
over 3 years ago in Profile 0 Not Prioritized

18 month giving

We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
over 1 year ago in Summary & Header 0 Not Prioritized

Don't show deceased constituents in search results

Be able to have a single file for all deceased donors. One would be able to find donors by their name - should that ever be necessary, but they would be in one file and would not show up on constituent searches
over 3 years ago in Search 3 Not Prioritized

View a constituent's name title on the Constituent Dashboard and search results

It is possible to have two donors with the same name and the only thing that distinguishes them is "Dr.". Can you add this to Search results and also to the top banner when viewing a constituent record.
over 1 year ago in Search 0 Not Prioritized

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
over 2 years ago in Timeline 0 Not Prioritized

Sending multiple emails bcc and having those emails show up on timelines

I would love to be able to send emails bcc to multiple constituents (so that they can't see who is on the email thread), AND have that email show up on each of their individual timelines as an interaction. It's so disappointing that I have to put ...
over 1 year ago in Timeline 2 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.
11 months ago in Profile 0 Not Prioritized