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Pinned feature request

PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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...

Constituents

Showing 165

See custom field information from members on the household profile

See custom field information from members on the household profile so that you can quickly identify how the family members are connected to your organization without checking each of their profile pages.
over 2 years ago in Relationship & Households 0 Not Prioritized

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...
almost 2 years 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.
over 2 years ago in Summary & Header 1 Not Prioritized

See attachment indicator on the timeline

See if a transaction, interaction, or note has an attachment when you view the timeline, without having to filter for items that have attachments.
over 2 years ago in Timeline 0 Not Prioritized

View email status on timeline

When viewing a constituent's timeline, I would love to see the status of mass email interactions (whether it was opened, unopened, or bounced). Right now, a quick glance of the timeline shows me supposed interactions and can give the impression th...
over 2 years ago in Timeline 1 Not Prioritized

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...
over 2 years ago in Relationship & Households 3 Not Prioritized

View Notes without going to Edit View

When you click on an existing note, it takes you to a page to edit the note. It will be much more helpful if the note just popped up with the information. Of course you need to be able to edit the notes, but in a lot of cases you just want to quic...
over 1 year ago in Timeline 1 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...
4 months ago in Relationship & Households / VMS Integrations & API 0 Under Consideration

Support multiple suffixes on a constituent

Support multiple suffixes on a constituent so that you can track multiple professional certifications in the suffix field, rather than relying on tracking the suffixes as part of the salutation names.
over 1 year ago in Profile 2 Not Prioritized

Default the state to match your organization's state when creating new constituents

Default the state to match your organization's state when creating new constituents so that you only have to select a state when the constituent is not local.
over 2 years ago in Profile 0 Not Prioritized