NEW FEATURE REQUEST

Pinned feature request

PINNED 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 ...
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Constituents

Showing 153

See all interactions with current and past organization contacts on an organization's timeline

See all interactions with current and past employees on an organzation's timeline
over 1 year ago in Timeline 0 Not Prioritized

Save changes on the constituent profile without scrolling to the top of the page

Save changes on the constituent profile without scrolling to the top of the page
almost 2 years ago in Profile 2 Not Prioritized

Default the Address, Email, and Phone types for new Organization constituents to "Work" instead of "Home"

When you create an organization constituent, you shouldn’t have to manually change the contact information from “Home” to “Work”.
over 2 years ago in Profile 3 Not Prioritized

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
almost 2 years ago in Profile 2 Not Prioritized

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail so that you categorize and analyze the personal interactions.
about 1 year ago in Timeline 0 Not Prioritized

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.
about 1 year ago in Timeline 0 Not Prioritized

Track County as part of a constituent's address

Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
about 1 year ago in Profile 2 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
11 months ago in Relationship & Households 0 Not Prioritized

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
over 1 year ago in Donor Communications / Profile 1 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
almost 2 years ago in Relationship & Households 2 Not Prioritized