NEW FEATURE REQUEST

Constituents

Showing 164

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.
about 1 year 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.
over 1 year ago in Profile 1 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)
about 2 years ago in Summary & Header / Transactions 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.
about 1 year 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.
about 1 year ago in Summary & Header 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.
about 2 years ago in Summary & Header 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 ...
about 1 year ago in Timeline 1 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...
about 2 years ago in Profile 0 Not Prioritized

add search by zipcode

Sometimes we look for people in a certain area or just another way to find a person in case they have duplicate accounts
about 1 year ago in Search 0 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...
about 1 year ago in Timeline 0 Not Prioritized