NEW FEATURE REQUEST

Pinned feature request

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

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Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
over 1 year ago in Donor Communications / Profile 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 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.
about 2 years 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.
about 2 years ago in Timeline 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.
about 2 years ago in Timeline 0 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

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.
about 1 year ago in Profile 1 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...
about 2 years ago in Timeline 1 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
about 1 year ago in Merge Duplicates / Profile 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...
over 1 year ago in Timeline 0 Not Prioritized