NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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Constituents

Showing 153

Make telephone clickable so that browser will offer option to make call via your cell phone

Many websites tag the telephone number to be clickable and allow the browser to interpret that to offer the available options to make the call through other apps or to send it to your cell phone. This is would make phone campaigns much more effici...
over 2 years ago in Profile 0 Not Prioritized

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
about 2 years 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.
about 2 years 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.
about 2 years ago in Profile 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
about 2 years ago in Timeline 0 Not Prioritized

Make profile pictures bigger

The pictures of donor are so small. It would be awesome if they could be bigger.
over 3 years ago in Profile 0 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
about 1 year ago in Custom Data / Relationship & Households 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 2 years ago in Search 0 Not Prioritized

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
over 2 years ago in Summary & Header 0 Not Prioritized

See transaction method on the timeline

Would it be possible to show on the constituent timeline when a GIK donation is made as a "GIK donation" instead of just a "donation"?
over 2 years ago in Timeline 0 Not Prioritized