NEW FEATURE REQUEST

Pinned feature request

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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 ...
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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...
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Constituents

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Show if there are more than 5 constituents found when typing in the search bar

More easily identify if the 5 constituents shown as you type a name in the search bar are all the results found, or if there are more possible matches so that you can decide to see the full results list rather than wonder if the constituent doesn’...
almost 3 years ago in Search 0 Released

Specify which fields you'd like to search within

More clearly communicate what fields the search will check by default, and allow you to specify if you want to only search within a specific field.
over 2 years ago in Search 0 Released

Check employer field when searching for constitunts

Find constituent records if you type their employer name in the search bar.
over 2 years ago in Search 0 Released