NEW FEATURE REQUEST

Donor Communications

Showing 105

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...
11 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.
11 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
11 months ago in Column Data / Email / Letters 0 Not Prioritized

Edit tribute details from a transaction

Edit all tribute details from a transaction so you don't have to open the tribute in a new tab or search the tribute list in order to modify it.
over 1 year ago in Tributes 0 Not Prioritized

Indicate which tribute(s) a constituent is the notificant for on their constituent record

Easily if a constituent is a notificant for any tributes so you have that context handy in your converstations with them.
over 2 years ago in Tributes 0 Not Prioritized