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 166 of 918

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
about 2 years ago in Timeline 0 Not Prioritized

Make Preferred Channel Pick Multiple

This is useful because I want to see all of the preferred channels for each individual constituent.
over 2 years ago in Profile 0 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
about 3 years ago in Timeline 0 Not Prioritized

More intuitive name for the "Impact/Cultivation" purpose

The "Impact/Cultivation" purpose is intended to be used for all the relationship building conversations you have with a donor that don't include an ask and aren't acknowledging specific donations. Renaming that purpose to something that makes that...
about 1 year ago in Timeline 1 Not Prioritized

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
over 1 year ago in Summary & Header / Transactions 0 Not Prioritized

Way to search for a constituent by name if they have a one-character name

Way to search for a constituent by name if they have a one-character name without either adding details to one of their name fields or pulling a report. example: "X" instead of "X (formerly known as Twitter)"
over 2 years ago in Search 0 Not Prioritized