Pinned feature request
View all
PINNED
Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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 ...
Constituents
Sort by:
Trending
Status:
Showing 167
3
VOTE
2
VOTE
4
VOTE
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...
0
Not Prioritized
3
VOTE
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...
0
Not Prioritized
3
VOTE
3
VOTE
4
VOTE
4
VOTE
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 ...
0
Not Prioritized
2
VOTE
4
VOTE