NEW FEATURE REQUEST

Timeline

Showing 34

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...
10 months 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 ...
11 months 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...
12 months ago in Timeline 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
7 months ago in Donor Communications / 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

Keyboard shortcut for new note in Constituents view

Would be great to have a keyboard shortcut to quickly add notes. It would mean keeping my hands on the keyboard isntead of having to fiddle with the mouse and back to the keyboard.
8 months ago in Timeline 0 Not Prioritized

See transaction method on the timeline

Would it be possible to show on the constituent timeline when a GIK donation is made as a "GIK donation" instead of just a "donation"?
almost 2 years ago in Timeline 0 Not Prioritized

See a transaction's non-deductible amount on the timeline

See a transaction's non-deductible amount on the timeline
11 months ago in Timeline 1 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
over 2 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
over 1 year ago in Timeline 0 Not Prioritized