NEW FEATURE REQUEST

Summary & Header

Showing 24

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
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.
about 2 years 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...
almost 3 years ago in Reporting  / Summary & Header 0 Not Prioritized

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
about 1 year ago in Summary & Header / Transactions 0 Not Prioritized