NEW FEATURE REQUEST

Timeline

Showing 34

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
over 1 year ago in Timeline 0 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
over 2 years ago in Timeline 0 Not Prioritized

More intuitive name for the "Impact/Cultivation" purpose

The "Impact/Cultivation" purpose is intended to be used for all the relationship building conversations you have with a donor that don't include an ask and aren't acknowledging specific donations. Renaming that purpose to something that makes that...
5 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.
6 months ago in Donor Communications / Timeline 0 Not Prioritized