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

Change search type after entering search string

It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
7 months ago in Search 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.
over 1 year ago in Search 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
8 months ago in Donor Communications / Profile 0 Not Prioritized

Track the data source for each piece of contact information

Track the data source for each piece of contact information so that you can gauge it's accuracy based on whether it was provided by the constituent or was looked up internally
8 months ago in Profile 0 Not Prioritized

Enhance constituent audit trail to show each time the constituent was updated

More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
over 1 year ago in Profile 0 Not Prioritized

Customize the formula for formal names for your organization

Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
over 1 year ago in Profile 0 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.
over 1 year ago in Summary & Header 0 Not Prioritized

Track which constituents are not potential donors

Track which constituents are not potential donors so they can be excluded from the prospective donor group without being deactivated.
9 months ago in Groups / Profile 0 Not Prioritized

Set default address values when adding constituents

Enable default values to be saved when adding constituents, specifically the ability to save city, state, zip to New Constituent field, since 99% of our constituents are from one city.
9 months ago in Profile 0 Not Prioritized

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
over 1 year ago in Search 0 Not Prioritized