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

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.
almost 2 years ago in Search 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)
over 2 years ago in Summary & Header / Transactions 0 Under Consideration

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.
over 2 years ago in Summary & Header 0 Not Prioritized

Return cursor to search bar after searching or deleting search string

Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...
almost 2 years ago in Search 0 Not Prioritized

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.
almost 2 years ago in Profile 1 Not Prioritized

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.
almost 2 years ago in Summary & Header 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...
over 2 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

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