NEW FEATURE REQUEST

Pinned feature request

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...
Share feedback 0
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.
Share feedback 5

Constituents

Showing 164

Increase size of note attachments allowed

I can't attach all of the documentation.
over 2 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...
5 months ago in Timeline 0 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.
7 months 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)"
almost 2 years ago in Search 0 Not Prioritized