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NEW FEATURE REQUEST

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.

Constituents

Showing 164

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.
6 months ago in Summary & Header / Transactions 0 Not Prioritized

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.
6 months ago in Donor Communications / Timeline 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 1 year ago in Search 0 Not Prioritized