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.
Share feedback 5

Constituents

Showing 164

Improvements to tracking which donors want to be anonymous

Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
almost 2 years ago in Profile 1 Not Prioritized

See relevant custom fields at the top of a constituent's record

Move your most valuable custom fields to a more visible position on the Profile or Summary so the information you find most useful is easy to see, instead of at the bottom of the profile.
almost 2 years ago in Summary & Header 0 Not Prioritized

See a constituents primary address in the search preview

See a constituents primary address in the search preview so it's easier to distinguish people with similar names.
2 months ago in Search 0 Not Prioritized

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
11 months ago in Reporting  / Summary & Header 1 Not Prioritized

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 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...
about 1 year ago in Profile 2 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

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
almost 2 years ago in Profile 1 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
about 1 year ago in Profile 0 Not Prioritized

Consolidate the different timeline views

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