NEW FEATURE REQUEST

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 ...
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Constituents

Showing 164

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
11 months ago in Donor Communications / Timeline 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.
almost 2 years ago in Search 0 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
almost 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

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 ...
almost 3 years ago in Profile 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.
almost 2 years ago in Summary & Header 0 Not Prioritized

Keyboard shortcut for new note in Constituents view

Would be great to have a keyboard shortcut to quickly add notes. It would mean keeping my hands on the keyboard isntead of having to fiddle with the mouse and back to the keyboard.
12 months ago in Timeline 0 Not Prioritized

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)
about 1 year ago in Search 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
about 1 year ago in Profile 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"?
about 2 years ago in Timeline 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.
about 1 year ago in Groups / Profile 0 Not Prioritized