NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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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...
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Constituents

Showing 166

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.
about 3 years ago in Relationship & Households 1 Under Consideration

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

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.
about 2 years ago in Summary & Header 0 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
almost 2 years ago in Profile 0 Not Prioritized

relate volunteers to a household

This would be helpful for families that volunteer. We allow kids 5 and up to volunteer, with adult supervision. Right now we can't track them as they don't sign up themselves and many don't have an email address. It would be great to have househol...
2 months ago in Relationship & Households / VMS Integrations & API 0 Under Consideration

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

Show membership level, status, and renewal date in constituent header
over 1 year ago in Summary & Header 0 Not Prioritized

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 2 Not Prioritized

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.
12 months ago in Search 0 Not Prioritized

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
about 3 years ago in Search 5 Not Prioritized

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
10 months ago in Profile 0 Not Prioritized