NEW FEATURE REQUEST

Pinned feature request

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

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 1 year ago in Profile 0 Not Prioritized

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 1 year ago in Relationship & Households 0 Not Prioritized

See tribute details about a transaction on the timeline

See details about whether a transaction is linked to a tribute from the timeline, without opening the transaction.
over 1 year ago in Timeline 1 Not Prioritized

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.
6 months ago in Profile 0 Not Prioritized

See System-defined static Groups in the constituent header or summary

See Static Groups in the constituent header so you don't have to check on the Profile page to see if someone is as a board member, former board member, volunteer, or staff.
9 months ago in Groups / Summary & Header 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 0 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
3 months ago in Custom Data / Relationship & Households 0 Not Prioritized

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
about 2 years ago in Search 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...
9 months ago in Timeline 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...
about 1 year ago in Summary & Header 0 Not Prioritized