NEW FEATURE REQUEST

Pinned feature request

PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
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Donor Communications

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Improve navigation to Active Tasks page

Improve navigation to Active Tasks page so it's easier to reach and begin working with your assigned tasks.
over 1 year ago in Donor Communications / Email / Task Management 0 Not Prioritized

When searching for a tribute, show recently used tributes first

When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
over 1 year ago in Tributes 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...
about 2 years ago in Donor Communications / Email 0 Not Prioritized

Tribute Notificant Letter merge field that lists just the donor names in a vertical list

This idea would be similar the donor address block merge field, but just listing the names. Target use case would be for users who want to share just the donor names (no addresses) and prefer the vertical formatting of the Donor Address Block.
about 2 years ago in Tributes 0 Not Prioritized

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
3 months ago in Letters / Users 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...
8 months ago in Donor Communications 0 Not Prioritized

Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
8 months ago in Donor Communications / Filters 0 Not Prioritized

Membership summary fields in constituent emails, letters, and reports

Membership summary fields in constituent emails, letters, and reports
8 months ago in Column Data / Email / Letters 0 Not Prioritized

When searching for a tribute, show if it's in honor or memory

When you search for someone in the tribute section of a donation, if they are already added it needs to show if that person was added for honor or in memory.
about 1 year ago in Tributes 0 Not Prioritized