NEW FEATURE REQUEST

Pinned feature request

PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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Timeline

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Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
9 months ago in Timeline 0 Not Prioritized

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
over 1 year ago in Timeline 0 Not Prioritized

See tribute details about a transaction on the timeline

See details about whether a transaction is linked to a tribute from the timeline, without opening the transaction.
over 1 year ago in Timeline 1 Not Prioritized

See attachment indicator on the timeline

See if a transaction, interaction, or note has an attachment when you view the timeline, without having to filter for items that have attachments.
over 1 year ago in Timeline 0 Not Prioritized

View email status on timeline

When viewing a constituent's timeline, I would love to see the status of mass email interactions (whether it was opened, unopened, or bounced). Right now, a quick glance of the timeline shows me supposed interactions and can give the impression th...
almost 2 years ago in Timeline 1 Not Prioritized

View Notes without going to Edit View

When you click on an existing note, it takes you to a page to edit the note. It will be much more helpful if the note just popped up with the information. Of course you need to be able to edit the notes, but in a lot of cases you just want to quic...
about 1 year ago in Timeline 0 Not Prioritized

Different timeline icons for email and mass email

It would be great if the icons were different colors to indicate a mass email vs a regular email.
over 2 years ago in Timeline 0 Not Prioritized

Move the BCC email field up on Email Interactions

When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
about 1 year ago in Timeline 0 Not Prioritized

Sending multiple emails bcc and having those emails show up on timelines

I would love to be able to send emails bcc to multiple constituents (so that they can't see who is on the email thread), AND have that email show up on each of their individual timelines as an interaction. It's so disappointing that I have to put ...
over 1 year ago in Timeline 1 Not Prioritized

Ability to toggle to the previous or following timeline entry from an existing open timeline entry

When opening a timeline entry, it would be really helpful to be able to navigate to the timeline entries directly before or after it instead of having to go back to the main timeline and searching for the next entry each time. Especially in the ca...
over 1 year ago in Timeline 0 Not Prioritized