NEW FEATURE REQUEST

Pinned feature request

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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 ...
Share feedback 6
PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
Share feedback 14

Constituents

Showing 167 of 919

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 ...
over 1 year ago in Timeline 2 Not Prioritized

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
10 months ago in Profile 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...
over 1 year ago in Timeline 0 Not Prioritized

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

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

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