NEW FEATURE REQUEST

Summary & Header

Showing 21

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.
about 1 year 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
12 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.
about 1 year 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)
about 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.
about 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

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
over 1 year ago in Summary & Header 0 Not Prioritized

View constituent summary charts as fiscal year

I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
over 2 years ago in Reporting  / Summary & Header 0 Not Prioritized