NEW FEATURE REQUEST

Constituents

Showing 164

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.
about 2 years ago in Profile 2 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.
over 2 years ago in Profile 2 Not Prioritized

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 2 years ago in Timeline 2 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
8 months ago in Timeline 1 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.
over 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'...
about 2 years ago in Donor Communications / Timeline 5 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...
over 1 year 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.
7 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

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