NEW FEATURE REQUEST

Donor Communications

Showing 112

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!
almost 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
12 months ago in Engagement Surveys 0 Not Prioritized

Allow attachments on tribute records

Adding an attachment section would enable us to attach relevant documents, such as an obituary on a memorial record.
about 2 years ago in Tributes 0 Not Prioritized

Invoice tracking

Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
about 1 year ago in Donor Communications 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.
about 1 year ago in Donor Communications / Timeline 0 Not Prioritized

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
about 2 years ago in Transactions / Tributes 0 Not Prioritized

Unsubscribe Language in Emails

It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Add a description field for email interests

Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Adding a section to track a tributes date of passing

Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
over 2 years ago in Tributes 0 Not Prioritized

Getting notified when someone else writes a note to a task that I created

When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
over 2 years ago in Donor Communications / Email / Task Management 1 Not Prioritized