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 ...
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Constituents

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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

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
about 1 year ago in Timeline / Transactions 0 Not Prioritized

Select Groups when adding a new constituent

It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
almost 2 years ago in Groups / Profile 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.
about 1 year ago in Groups / Summary & Header 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

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.
10 months ago in Timeline 1 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.
9 months ago in Search 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...
about 1 year ago in Timeline / Transactions 2 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.
almost 3 years ago in Relationship & Households 1 Under Consideration

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
over 2 years ago in Summary & Header 0 Not Prioritized