NEW FEATURE REQUEST

Pinned feature request

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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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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

Showing 167 of 919

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...
3 months ago in Relationship & Households / VMS Integrations & API 0 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.
almost 3 years ago in Summary & Header 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

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
about 1 year ago in Search 1 Under Consideration

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.
about 1 year ago in Search 0 Not Prioritized

Edit data in a constituent field without making the whole page edit-mode

Edit data in a constituent field without making the whole page edit-mode, so that you can update data without scrolling back and forth or seeing the edit versions of custom fields you aren't trying to update.
almost 2 years 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.
about 1 year ago in Timeline 1 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...
12 months ago in Constituents / Transactions 0 Not Prioritized

See lifetime fair market value (FMV) of in-kind gifts on constituent summary

It would be great to see on the summary page like dollar donations a gift in kind FMV section to get a complete view of a donor and their contributions.
about 1 year ago in Summary & Header 0 Not Prioritized

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
about 2 years ago in Summary & Header 1 Not Prioritized