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

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.
7 days ago in Relationship & Households 0 Not Prioritized
276 VOTE

Advanced filtering options on the timeline

Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
over 1 year ago in Timeline 30 Under Consideration
343 VOTE

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.
almost 2 years ago in Summary & Header 24 Under Consideration

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
10 days ago in Profile 0 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
about 2 months ago in Bulk Update / Relationship & Households 1 Not Prioritized
118 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
almost 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

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.
8 months ago in Relationship & Households / Transactions 5 In Progress

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.
almost 2 years ago in Relationship & Households 3 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.
almost 2 years ago in Search 4 Not Prioritized