NEW FEATURE REQUEST

Pinned feature request

PINNED Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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Constituents

Showing 164

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.
4 months ago in Summary & Header 0 Not Prioritized

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
9 months ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
9 months ago in Profile 1 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.
9 months ago in Groups / Summary & Header 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.
about 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.
5 months ago in Search 0 Not Prioritized

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
about 1 year ago in Timeline 0 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.
over 2 years ago in Relationship & Households 1 Under Consideration

Group relationships into categories

As we continue to add "relationships" with some of our constituents who are Universities, we would like to reorganize the relationships so that employees are together, and our Fellow cohorts are together.
8 months ago in Relationship & Households 0 Not Prioritized

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