NEW FEATURE REQUEST

Timeline

Showing 34

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!
4 months ago in Timeline 0 Not Prioritized

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
8 months ago in Timeline / Transactions 0 Not Prioritized

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
over 2 years ago in Timeline 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
almost 2 years ago in Donor Communications / Timeline 5 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...
12 months 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

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...
9 months ago in Timeline 0 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...
over 1 year ago in Timeline 1 Not Prioritized

See in-kind fair market value (instead of amount) on the timeline

We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...
9 months ago in Timeline / Transactions 1 Not Prioritized