NEW FEATURE REQUEST

Summary & Header

Showing 23

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

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

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

Copy address from the profile header

A way to copy the full address from a constituent's profile header so that you can paste it in another place without needing to drag your cursor to select just the address.
11 months ago in Summary & Header 0 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

18 month giving

We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
10 months ago in Summary & Header 0 Not Prioritized

Make the constituent profile header stick to the top of the screen

Make the constituent profile header stick to the top of the screen so that you can always see the donor's name & key information even if you've scrolled further down the pate.
11 months ago in Summary & Header 0 Not Prioritized

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
almost 2 years ago in Summary & Header / Transactions 0 Not Prioritized

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
almost 2 years ago in Summary & Header 0 Not Prioritized

See preferred communication channel in the constituent header

See preferred communication channel in the constituent header so you don't have to check on the Profile page.
over 1 year ago in Summary & Header 0 Not Prioritized