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 ...
Constituents
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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...
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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...
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Not Prioritized
3
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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 ...
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Not Prioritized
2
VOTE
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.
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Not Prioritized
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2
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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 ...
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Not Prioritized
2
VOTE
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...
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Not Prioritized