Pinned feature request
PINNED
Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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19
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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)
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Not Prioritized
9
VOTE
Tell that a pledge is written off from the timeline
When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
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Not Prioritized
19
VOTE
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 ...
1
In Progress
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Flexible options in the gender field
Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
8
Not Prioritized