Skip to Main Content
NEW FEATURE REQUEST

Clear

Pinned feature request

PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...

Constituents

Showing 165

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
over 3 years ago in Timeline 2 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
over 1 year ago in Merge Duplicates / Profile 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
over 2 years ago in Donor Communications / Timeline 7 Not Prioritized

More options in the suffix field

Expand the available options in the Suffix field to support a wider range of military, religious, or professional suffixes.
almost 3 years ago in Profile 2 Not Prioritized

See communication restrictions in the constituent header or summary

Having "communication preferences" on the "summary page" would allow users to quickly access this information. Communication preference is an important piece of information related to constituents. Before we contact a constituent individually (not...
about 2 years ago in Summary & Header 1 Not Prioritized

Delete a constituent with transactions

This idea would let you delete a single constituent and their transactions without deleting each transaction first. Without this, the most efficient way to delete a constituent with many historical gifts is by using the bulk delete feature.
about 3 years 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.
over 1 year ago in Relationship & Households 0 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 3 years ago in Import / Relationship & Households 0 Not Prioritized

Show deceased status for a related constituent

It would be useful to list someone as deceased on the Relationship page as well as on their individual record.
over 3 years ago in Relationship & Households 1 Under Consideration

See in-kind fair market value (instead of amount) on the timeline

We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...
over 1 year ago in Timeline / Transactions 3 Not Prioritized