NEW FEATURE REQUEST

Constituents

Showing 164

See all of a household's interactions, notes, and transactions on a household member's timeline

When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
over 2 years ago in Relationship & Households 2 Under Consideration

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
4 months ago in Relationship & Households 1 Not Prioritized

Distinguish between mailing/billing addresses and physical addresses

Distinguish between mailing/billing addresses and physical addresses so that you can send direct mail to the primary mailing/billing address but visit a constituent at their primary physical address.
over 1 year ago in Profile 0 Not Prioritized

More options in the prefix (title) field

Expand the available options in the Title field to support a wider range of military, religious, or other types of titles.
over 2 years ago in Profile 2 Not Prioritized

Built-in support for seasonal addresses

Built-in support for seasonal addresses. Some ideas might include: A way for you to indicate the date range when an address is where a constituent prefers to receive mail Automatically changing which address is primary so you don't have to remember
about 2 years ago in Profile 1 Not Prioritized

Streamline creating organization contacts/employees

Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
over 1 year ago in Profile 2 Not Prioritized

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
over 1 year ago in Profile 2 Not Prioritized

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 ...
over 1 year ago in Timeline 1 In Progress

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
over 2 years ago in Relationship & Households 2 Not Prioritized

Consolidate the different timeline views

Eliminate the need to switch between "Timeline View" and "List View" in order to see relevant information.
about 1 year ago in Timeline 1 Under Consideration