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.
Share feedback 5
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...
Share feedback 0

Constituents

Showing 154

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...
about 2 months ago in Relationship & Households 0 Not Prioritized
129 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
about 2 years ago in Profile 1 Not Prioritized

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
over 1 year ago in Profile 2 Not Prioritized
102 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
about 2 years ago in Relationship & Households 4 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
4 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
2 months ago in Relationship & Households 1 Not Prioritized

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
about 2 years ago in Search 5 Not Prioritized

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 4 Not Prioritized

Way to add a new constituent from any page

Way to add a new constituent from any page so you don't have to navigate to the Constituent dashboard.
over 1 year ago in Profile 1 Not Prioritized

See custom fields on a constituent's profile without scrolling

A way to see some of your constituent custom fields (perhaps all of them, depending on how few you track) without scrolling past the built-in fields.
about 1 year ago in Profile 2 Not Prioritized