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.
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.
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.
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.
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 ...
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.