Timeline
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283
VOTE
Advanced filtering options on the timeline
Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
30
Under Consideration
73
VOTE
Stronger visual distinction between timeline items
Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
0
Under Consideration
17
VOTE
2
VOTE
11
VOTE
8
VOTE
Tell that a pledge is written off from the timeline
When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
0
Not Prioritized
18
VOTE
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 ...
1
In Progress
30
VOTE
4
VOTE
The Date of a membership schedule should be based on the Start Date, not Created Date
It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
0
Not Prioritized
9
VOTE