Pinned feature request
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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 ...
Constituents
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5
VOTE
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...
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Not Prioritized
2
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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...
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Not Prioritized
5
VOTE
See year-to-date revenue on constituent summary
As we cultivate donors at the end of the year, it would be really helpful for us to have the YTD totals easily viewable (without having to toggle into a report every time or look up their YTD giving total with their timeline), to save time and add...
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Not Prioritized
6
VOTE
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7
VOTE
Create a constituent from the relationship screen
It would make sense and save time that if you search for a constituent in the relationship screen and are unable to find them then you could have the option to add them, otherwise you have to back out of it and go to a whole new screen to add them...
3
Not Prioritized
2
VOTE