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.
PINNED
Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
Constituents
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Add prefix when adding new constituent via BCC feature
If adding a constituent using the BCC feature, you are currently only able to add the first and last name. When going into their profile, you have to add their title (prefix) and then adjust that in each of th name fields. It is extra work and cou...
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Not Prioritized
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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...
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Reduce search bar sensitivity to spaces
We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
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Not Prioritized
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View constituent summary charts as fiscal year
I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
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Not Prioritized
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