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 ...
Share feedback 2

Constituents

Showing 153

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.
9 months ago in Search 0 Not Prioritized

Show membership level, status, and renewal date in constituent header

Show membership level, status, and renewal date in constituent header
about 1 year ago in Summary & Header 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 5 Not Prioritized

Open the constituent profile by default instead of the summary

Open the constituent profile by default instead of the summary so that you can efficiently view & edit the profile details without having to navigate to the profile as an extra step.
almost 2 years ago in Summary & Header 0 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...
almost 2 years ago in Summary & Header 1 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
11 months ago in Constituents / Donor Communications 0 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
over 1 year ago in Profile 0 Not Prioritized

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
11 months ago in Search 0 Not Prioritized

See User-defined Groups in the constituent header or summary

See User-defined Groups in the constituent header so you don't have to check on the Profile page to see which segments a constituent is in.
over 1 year ago in Groups / Summary & Header 0 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
9 months ago in Constituents / Transactions 0 Not Prioritized