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 164

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...
11 months ago in Timeline 0 Not Prioritized

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
almost 2 years ago in Summary & Header / Transactions 0 Not Prioritized

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
almost 2 years ago in Summary & Header 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

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 2 years ago in Profile 0 Not Prioritized

More easily access the delete, merge, and change type workflows for constituents

The workflows to delete, merge, and change type for a constituent can be hard to find because they're only accessible after clicking a small arrow on profile page. This change would make these workflows more transparent so you don't need to chat s...
almost 2 years ago in Profile 0 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.
about 1 year ago in Relationship & Households / Reporting 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

Keyboard shortcut for new note in Constituents view

Would be great to have a keyboard shortcut to quickly add notes. It would mean keeping my hands on the keyboard isntead of having to fiddle with the mouse and back to the keyboard.
7 months ago in Timeline 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.
over 2 years ago in Profile 0 Not Prioritized