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Pinned feature request

PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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...

Constituents

Showing 165

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.
over 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...
over 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